The
Problem
Financial advisors spend countless hours every week on custodial paperwork. It's repetitive, error-prone, and time-consuming — and it pulls you away from serving clients.
With Custodial Client Services, Athena-trained Executive Assistants handle the administrative lift of custodial paperwork and money movement. We manage the process, so you don't have to.
The
Solution
What's Included
Custodial Paperwork & Account Admin
New accounts & maintenance requests
Beneficiary & profile updates
POA, TOD, and trust accounts
IRA contributions & distributions
LOAs & custodial reporting
Funds & Money Movement
Transfers, wires, ACHs
RMDs
Advisory fee processing
Asset transfers, ACATs, rollovers
Why Athena?
Experienced EAs trained in custodial processes
Trusted by executives across industries
Direct support model (not outsourced)
Fits both solo advisors and growing practices