Foundation Source Adds Multi-Custodial Capability to DAF Platform

Published on September 29, 2025

BridgeFT's WealthTech API will power the expansion.

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Foundation Source Adds Multi-Custodial Capabilities to DAF Platform

September 29, 2025
The enhancement is enabled through the firm's new custodial data access partnership with BridgeFT.      Related StoriesMeet the Luminaries Class of 2025 FinalistsSEC Head Vows to Fast-Track Plan to End Quarterly ReportsOpenArc Mega-Team Fires Back at Merrill's Charge of Corporate Raiding

How to Get Nervous Clients to Open Up

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Fear of talking about money leads to poor decisions and "financial secrets," financial therapist Erika Wasserman says.      Related StoriesThis Tech Helps RIAs Mix In Private AssetsAmericans Risk Future Financial Security to Support Family: Study7 Problems Facing Families With Long-Term Care Benefits