Trust Companies & Private Banks
Transform Your Business with an Integrated Wealth Platform
Trust companies and private banks require advanced solutions to meet the needs of sophisticated clients. Whether you’re a national association, federal savings association, state-chartered bank or trust company, if your focus is fiduciary, personal trust or investment management services, we can help. Our fully integrated multi-currency trust accounting system and single state-of-the-art brokerage technology platform will enhance your clients’ experience and take your business to the next level.
Integrated Wealth Platform for Bank Brokerage and Custody
Clients with sophisticated financial needs are demanding a more robust and comprehensive wealth management experience. Financial services firms strive to support such valued clients with holistic services, seamless interactions and superior custody solutions.
A World of Capabilities
Antiquated or incompatible legacy trust accounting technology systems will soon become a thing of the past. Instead, look forward to:
- Streamlining operational inefficiencies
- Improving client reporting
- Introducing additional products, services and solutions
- Differentiating yourself from the competition
With our client-centric model, you can outsource the functions that make sense for your business and – most importantly – spend more time cultivating relationships with clients and prospects.
Flexible, Scalable Solutions
Our team acts as an extension of your firm, streamlining front-, middle- and back-office activities and delivering excellent service along the way. We provide:
- Global custody services that add value and flexibility
- A modern, efficient operating model
- One unified platform, with straight-through processing, outsourcing capabilities and a single service team
- Trust accounting capabilities
- Integrated technology with simplified workflow
- Enhanced reporting capabilities