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Solutions tailored to every client.

Solutions for wealth management firms, financial advisors, and their clients

Wealth management firms, financial advisors and their clients

We’re a leading global provider of asset management, investment processing, and investment operations solutions that help our clients, and their clients, reach their individual goals.

Circular puzzle pieces connect to form the rings of a tree stump, we are all connected.

Institutional investors

We provide technology and asset management services across the continuum of institutional investors ranging from those with internal investment operations to those that outsource investment implementation.

The latest insights and news

February 10, 2025

Central bank depository

Monetary policy is all over the map.

February 10, 2025

Stocks begin 2025 on a positive note.

Global equity markets garnered positive returns in January, as investors’ confidence was buoyed by generally favourable economic data and upbeat corporate earnings news.

February 4, 2025

Trump’s trade war: Not tariff-ic.

The possible imposition of tariffs on Canada and Mexico and the actual implementation of a 10% across-the-board tariff on China have the potential to increase prices and lower economic growth.

All insights

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Our teams are solving problems, working with our clients and communities around the world.

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