Solution introduction

Flexible solutions to meet your needs

The foundation for your institution's total wealth management solution

Changing regulations, increased cost pressures and more complex IT structures are driving firms to implement more cost-effective, efficient operations solutions. Our comprehensive trust platforms empower firms with the flexibility to select the deployment option and solution suite that best meets their needs.

  • Enjoy the flexibility of being able to choose a trust accounting platform (AddVantage, Charlotte, Global Plus or TrustDesk) that fits your specific needs.
  • Choose from hosted and in-house technology platforms, with the ability to outsource back-office functions and complementary fiduciary, custody and investment management services.
  • Gain operational, cost, risk and time benefits as a result of our enhanced technology and wealth outsourcing services.
  • Support and meet your growing trust operations requirements using the latest technology and best-in-class workflow tools.

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