Technology That Changes Faster Than Client Expectation

A technology ecosystem developed to assist Financial Institutions digitize, grow, and remain competitive.

How is Austin Capital Unique?

Our ecosystem combines a regulated Financial Institution and tech stack to offer a Wealth and Banking-as-a-Service platform to assist incumbent financial institutions and fintech startups compete, scale, and create efficiencies.   

Austin Capital allows fintech companies and other third parties to connect with us directly via APIs so they can build banking services on top of our regulated infrastructure, as well as unlock the open banking opportunity reshaping the global financial services landscape.

Services Helping Financial Institutions Succeed

The Austin Capital platform provides Financial Institutions with a cloud-based solution for front-, middle-, and back-office without the need to access dozens of applications.

Tech Stack

The workstation is built on Acceleration Cloud, a tech stack that includes a data warehouse and API integrations with over 20 partners, including Salesforce, Microsoft, financial planning apps, custodians, portfolio accounting, custom applications, and more.

Cloud-Based Environment

With no applications to install or maintain, our cloud-based platform not only reduces your startup and maintenance costs, but also allows for continued improvements with no down time or time-consuming upgrades.

Process Automation

With numerous process automations in place for key functions such as a proposal system, digital account opening, client onboarding, and a compliance module, our platform streamlines many labor-intensive functions.

A Platform Built for the Future

Austin Capital has built a platform designed for functionality and to streamline many labor-intensive functions that hinder Financial Institutions from growing, becoming more efficient, and expanding service options.  By integrating API connections from a wide array of Financial Institutions, our ecosystem allows clients to enjoy a new suite of services they can offer along with a level of automation that speeds up and increases accuracy for many functions, including:

Machine Learning

Robotic Process Automation

Big Data Analytics

Artificial Intelligence

Banking-as-a-Service

Austin Capital’s Banking-as-a-Service platform is a tech stack that combines our own custody and banking services with those of many other Financial Institutions to deliver unique solutions for our clients, no matter how complex their needs are for banking services.

Payment Processing

High-Yield Options

FDIC Insured Accounts

Crypto (coming soon)

Debit and Credit Card Programs (coming soon)

WealthTech that Elevates the Client Experience

Austin Capital’s client portal has been designed to give clients information, reporting, and features that elevates their user experience and adds value to your advisory relationship. With account aggregation, portfolio performance reporting, a document vault, and more, your clients will feel connected and up to date any day, any time.

Account Overview Dashboard

With a dashboard that rolls up all client accounts to create a unified household view, clients can performance versus their benchmark, asset allocation breakdowns, transactions, and more.

Document Vault

With a secure document vault, our platform gives clients the ability to upload critical documents such as wills, insurance polices, identification documents, and more. And client portfolio performance reports can also be shared with clients at any time.

Performance Reporting

Clients are able to select the performance details they want to see. With the ability to select views such as return, market value, and risk vs. return, clients are provided with flexibility and as much or as little detail as they want.

Contact our team to learn more about our solutions

Contact Us

support@austincapitaltrust.com (844) 624-1125

Austin Capital Trust Company, LLC, is a Non-FDIC insured Nevada-chartered trust company providing trust and custody, retirement plan services, turnkey asset management, fund services, and a unified managed household platform. Information regarding investments is for information purposes only. The views expressed are subject to change based on market or other conditions without notice. The information should not be construed as investment advice or a recommendation to buy or sell any security or investment product. All material has been obtained from sources believed to be reliable, but the accuracy cannot be guaranteed. Past performance is no guarantee of future results. All investing is subject to risk, including the possible loss of the money you invest. Be aware that fluctuations in the financial markets and other factors may cause declines in the value of your account. There is no guarantee that any particular asset allocation mix will meet your investment objectives or provide you with a given level of income. We recommend that you consult a tax or financial adviser about your individual situation. Investments in bonds are subject to interest rate, credit, and inflation risk. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost.
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*Deposit placement through IntraFi’s deposit placement services is subject to the terms, conditions, and disclosures in the program agreements. Limits apply and customer eligibility criteria may apply. ICS program withdrawals may be limited to six per month for money market deposit accounts. Deposits are placed at destination institutions in amounts that do not exceed the FDIC standard maximum deposit insurance amount (“SMDIA”) at any one destination institution. Using multiple destination institutions provides access to aggregate insurance amounts across institutions that are multiples of the SMDIA. Although deposits are placed at destination institutions in amounts that do not exceed the SMDIA at any one destination institution, a depositor’s balances at the relationship institution that places the deposits may exceed the SMDIA (e.g., before settlement for a deposit or after settlement for a withdrawal) or be ineligible for FDIC insurance (if the relationship institution is not an insured depository institution). The depositor is responsible for making any necessary arrangements to protect such balances consistent with applicable law. If the depositor is subject to restrictions on deposits of its funds, the depositor is responsible for determining whether deposit placement through IntraFi’s services satisfies those restrictions. A list identifying IntraFi network banks may be found at https://www.intrafi.com/network-banks.
The depositor may exclude particular insured depository institutions from eligibility to receive the depositor’s funds.

Austin Capital Trust Company, LLC, is a Nevada-chartered trust company providing trust and custody, retirement plan services, turnkey asset management, and a unified managed household platform.

Information regarding investments is for information purposes only. Views expressed are subject to change based on market or other conditions without notice. The information herein should not be construed as investment advice or a recommendation to buy or sell any security or investment product. All material has been obtained from sources believed to be reliable, but the accuracy cannot be guaranteed.

Past performance is no guarantee of future results. All investing is subject to risk, including the possible loss of the money you invest. Be aware that fluctuations in the financial markets and other factors may cause declines in the value of your account. There is no guarantee that any particular asset allocation mix will meet your investment objectives or provide you with a given level of income. We recommend that you consult a tax or financial adviser about your individual situation. Investments in bonds are subject to interest rate, credit, and inflation risk.

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost.

The forecasts or forward-looking statements are based on assumptions, may not materialize, and are subject to revision without notice.

The market indexes discussed are unmanaged, and generally, considered representative of their respective markets. Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. Past performance does not guarantee future results.

The Dow Jones Industrial Average is an unmanaged index that is generally considered representative of large-capitalization companies on the U.S. stock market. Nasdaq Composite is an index of the common stocks and similar securities listed on the Nasdaq stock market and is considered a broad indicator of the performance of technology and growth companies. The MSCI EAFE Index was created by Morgan Stanley Capital International (MSCI) and serves as a benchmark of the performance of major international equity markets, as represented by 21 major MSCI indexes from Europe, Australia, and Southeast Asia. The S&P 500 Composite Index is an unmanaged group of securities that are considered to be representative of the stock market in general.

U.S. Treasury Notes are guaranteed by the federal government as to the timely payment of principal and interest. However, if you sell a Treasury Note prior to maturity, it may be worth more or less than the original price paid. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

International investments carry additional risks, which include differences in financial reporting standards, currency exchange rates, political risks unique to a specific country, foreign taxes and regulations, and the potential for illiquid markets. These factors may result in greater share price volatility.

Please consult your financial professional for additional information.

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