You face complicated decisions every day -- highly regulated (and complex) operating environments, evolving technologies, competitive threats and increasingly demanding investors. We can help.
We provide wealth management organizations like yours with the infrastructure, operations and administrative support you need to capitalize on your strategic objectives in a constantly shifting market.
Investment Management
Investment solutions designed to help our clients -- and their clients -- reach their goals.
Investment Operations
Improve your operational efficiencies and lower operational risk.
Investment Processing
Deploy your capital more intelligently and drive efficiency throughout your business.
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Bank and Wealth Management Technology Streamline your business with leading-edge technology through a single, unified solution
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Discretionary Asset Management Delegating investment discretion for investment decision-making, bringing institutional investors additional resources, infrastructure and technology
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Fund Administration Comprehensive back office services for investment managers
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Independent Advisor Technology A single window into your business, with all the services you need to be efficient and profitable
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Investment Manager Technologies From initial documents to final statements, a simple streamlined workflow improves investor experience
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Investment Operations Outsourcing Middle office services for investment managers
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Philosophy and Process A comprehensive view of investment products, managers and asset classes, with a dedicated focus on investor goals
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Practice Management Growth programs and coaching, case management services and marketing communications
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Regulatory Services Expertise, technology and services to take on the burden of regulatory compliance
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Strategies and Funds Equity, fixed-income and money market funds, separate accounts, collective investment trusts, alternative investments portfolios and model portfolios
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Wealth Management Operations Outsourcing Simplify operations so you can focus on your main mission – serving clients and growing your business