Tech stack
No one at Cfi Partners has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
J.P. Morgan
Per Form ADV · filed Apr 2024
State Street
Per Form ADV · filed Apr 2024