We're a leading provider of next-generation solutions for asset management, investment processing and investment operations.
Our comprehensive investment and investment-business solutions help corporations, financial institutions, financial advisors, institutional investors and high-net-worth families create and manage wealth.
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Enterprise Wealth Management Services for Private Banking Organizations A comprehensive, global, scalable platform for wealth management
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Customized Investment Solutions for Home Offices & Advisors Our investment products on your platform
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Flexible Outsourced Business Solutions for Independent Advisors For advisors building a fee-based business
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Personal Wealth Management for High-net-worth Families Goals-based advice and management
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Enterprise Operating Platform for Investment Managers Turn infrastructure into a competitive advantage
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Outsourced Investment Management (OCIO) for Institutional Investors Helping institutions improve strategic focus and gain efficiencies