01
Fund & Fiduciary Partners
- Fund Administrators
- AIFM / ManCo
- Depositaries
- Trustees
- Corporate Service Providers
Kelton coordinates recurring information, review points and operating hand-offs while appointed providers retain their formal duties.
INTERMEDIARIES
One controlled workflow across the client's provider ecosystem.
Kelton can connect recurring operations across appointed fiduciaries, advisers, financial institutions, technology and data providers without obscuring formal duties.
Who We Work With
02
Professional Services
- Accounting
- Audit
- Legal
- Tax
- Compliance specialists
Kelton organises the data, evidence and workflow needed for specialist advice, review and reporting.
03
Financial Institutions
- Custodians
- Prime Brokers
- Banks
- Brokers
- Agents
Kelton connects approved institutional data and operational events to the client’s controlled operating record.
04
Technology & Data Partners
- Data vendors
- Cloud infrastructure
- Financial software
- AI infrastructure
Kelton integrates approved tools, infrastructure and data sources into permissioned client workflows.
Partnership Models
Referral
Introduce a defined operating requirement where Kelton can support the client directly.
Co-delivery
Combine complementary capabilities under an agreed scope, responsibility model and client outcome.
Technology / Data Integration
Connect approved systems, infrastructure or data to a controlled operating workflow.
Specialist Network
Bring relevant professional knowledge into a mandate where scope, availability and responsibility are explicit.
Connect an operating workflow across your provider ecosystem.
We will help define a practical first engagement.