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Kingswood Technology Ecosystem

Kingswood Technology Ecosystem

We work to bring you access to some of the best technology providers in the industry to help you better manage your back office and streamline access to investment opportunities for your clients.

Click on the links below to be taken to their log-in pages. Descriptions of each are available on the various department pages.

Please note: by clicking on the logos/links below, you understand that you are leaving welcometokingswood.com and being taken to a new site.

Custodial/Clearing Partners

Workflow Management

Portfolio Management | Reporting

Compliance

Commissions

Payroll/Benefits

Alternatives Platforms

Insurance | Fixed Income Products

Separately Managed Accounts Solutions

Tech Support | Information Technology