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Investment Advisors

Are you an investment advisor looking for a simple way to provide your clients who have available cash with access to risk-free rates? Spiko funds are ideal for this use case.

Key Benefits

  • Streamlined Integration: Access our platform within minutes without complex brokerage infrastructure. Your customers can grant you read-only access to monitor their positions.
  • No Securities Account Required: Our MMFs shareholder registers are maintained in registered form, eliminating the need for opening a securities accounts at a custodian.
  • Zero Transaction Fees: Our MMFs operate without any subscription nor redemption fees, maximizing investment efficiency.
Next Steps

Please refer to our ORIAS registration guide to begin the process.