As we continue to enhance our custodian API integrations to make money movement easy and compliant for RIAs and Family Offices, many firms, especially those on the family office side, need to be able to efficiently move money from wherever their clients hold their assets.

Firms rely on relationships with their clients' banks and other financial institutions to facilitate the delivery of client-authorized payment instructions to their clients' institutions.

This process requires strict oversight and detailed documentation by firms' service and operations teams. However, this process often takes a significant amount of time and requires cumbersome record-keeping for surprise audits and other reporting needs.

To solve this problem, we've built functionality to create a payment instruction directly into our payment workflow tool. Watch our latest Atomic Highlights to see how we do this: