Wealth Management Services (WMS) includes three of DTCC’s business lines: Mutual Fund Services, Alternative Investment Product Services and Insurance & Retirement Services. These businesses drive centralized, automated processing and information services for the mutual funds, alternative investment, insurance and retirement markets. Seamless, end-to-end communications with broker/dealers and other distribution partners are enabled for funds, asset managers and insurance companies and their service providers to reduce risk and cost and deliver operational efficiencies.

Wealth Management Services, offered through DTCC's National Securities Clearing Corporation (NSCC) subsidiary, have pioneered services that automate previously manual processes for the mutual funds, insurance and alternative investment products industries, fueling growth while reducing risks and costs.