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.
Antiquated or incompatible legacy trust accounting technology systems will soon become a thing of the past. Instead, look forward to:
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.
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:
Interested in discussing how integrated bank and brokerage custody solutions may benefit your business? Let’s connect.