We're a leading provider of next-generation solutions for asset management, investment processing and investment operations.
Helping our clients stay ahead of the rapidly changing industry, we bring together leading-edge thinking, investment strategy, technology and operations into holistic solutions.
Innovative solutions to fit your needs
-
Customized Investment Solutions for Home Offices & Advisors Our investment products on your platform
-
Enterprise Operating Platform for Investment Managers Turn infrastructure into a competitive advantage
-
Enterprise Wealth Management Services for Private Banking Organizations A comprehensive, global, scalable platform for wealth management
-
Flexible Outsourced Business Solutions for Independent Advisors For advisors building a fee-based business
-
IT Services for Today's Modern Businesses Cybersecurity, hosting, and network operations services to optimize and protect your business
-
Outsourced Investment Management (OCIO) for Institutional Investors Helping institutions improve strategic focus and gain efficiencies
-
Personal Wealth Management for High-net-worth Families Goals-based advice and management