01
Fund & Fiduciary Partners
- Fund Administrators
- AIFM / ManCo
- Depositaries
- Trustees
- Corporate Service Providers
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.
ECOSYSTEM
Coordinate the work without blurring accountability.
02
Professional Services
- Accounting
- Audit
- Legal
- Tax
- Compliance specialists
03
Financial Institutions
- Custodians
- Prime Brokers
- Banks
- Brokers
- Agents
04
Technology & Data Partners
- Data vendors
- Cloud infrastructure
- Financial software
- AI infrastructure
WORKING MODELS
Six ways to connect specialist and institutional capability.
Fund & Fiduciary Partners
Operating interfaces with administrators, AIFM / ManCo, depositaries and trustees.
Professional Services
Evidence, workflow and data coordination with accounting, audit, legal, tax and compliance specialists.
Financial Institutions
Connected data and operational hand-offs with custodians, prime brokers, banks, brokers and agents.
Technology & Data Partners
Approved models, market data, infrastructure and software inside controlled client workflows.
Strategic Partnerships
Co-designed operating solutions subject to agreed scope, data safeguards, responsibilities and terms.
Work With Us
Specialists can contribute relevant knowledge where a mandate requires it and responsibility is explicit.
Connect an operating workflow across your provider ecosystem.
We will help define a practical first engagement.