Frequently Asked Questions
Answers to the questions we hear most often from private investors considering Trueledge Custody for portfolio oversight and analytics. If you can't find what you need here, our team is happy to help directly.
What exactly does Trueledge Custody do for my portfolio?
Trueledge Custody combines predictive analytics with automated monitoring to keep track of your holdings, flag relevant shifts in market conditions, and surface insights that would otherwise require manual review. The goal is to give you clearer visibility over your portfolio without requiring you to watch it constantly.
Is Trueledge Custody a substitute for a financial advisor?
No. Trueledge Custody provides analytical tools and monitoring support, not personalised financial advice. We encourage clients to use our platform alongside, not instead of, qualified professional advice where appropriate for their circumstances.
Who is this service designed for?
Trueledge Custody is built for private investors who want a structured, lower-effort way to oversee their portfolio — particularly those who value clarity and consistency over constant active trading.
How does the onboarding process work?
Onboarding typically begins with a conversation about your current portfolio and objectives, followed by setup of monitoring preferences. From there, the platform runs in the background, with periodic check-ins as needed.
Can I adjust how actively Trueledge Custody monitors my holdings?
Yes. Monitoring sensitivity and the types of alerts you receive can be adjusted to match your preferences, whether you want broad oversight or more detailed, frequent updates.
What kind of insights does the analytics engine provide?
The system reviews patterns and signals across your portfolio to highlight areas that may warrant attention, such as concentration risk or notable shifts in conditions. These are presented as observations to support your own decision-making, not as automated instructions.
Is my data kept secure and confidential?
Protecting client information is treated as a core responsibility. Access to your data is restricted, and our practices are outlined in detail in our Privacy Policy, which we recommend reviewing before onboarding.
How are fees structured?
Fee structures depend on the scope of services engaged. Specific terms are discussed directly with each client during onboarding so that costs are clear and agreed upon before work begins.
Can I cancel or pause the service at any time?
Yes. Clients can pause or end their engagement with Trueledge Custody in line with the terms agreed at onboarding. Our Terms of Service page sets out the general framework for this.
Does Trueledge Custody guarantee investment performance?
No. Trueledge Custody does not guarantee returns or investment outcomes. Our tools are designed to support oversight and decision-making, but all investment activity carries risk, and past patterns do not predict future results.
How do I get started with Trueledge Custody?
The simplest way to begin is by reaching out through our Contact page, where our team can walk you through next steps and answer any further questions specific to your situation.
Still have questions?
Our team is available to talk through how Trueledge Custody could fit your portfolio and answer anything not covered above.