Streamline trust and custodial management

Automate and consolidate trust and custodial services with a single, secure platform backed by a state-of-the-art trust accounting system. Plan sponsors get real-time access to information, while participants benefit from eStatements and eSignatures.

Real-time access to cash, disbursements, holdings and transactions Manage trust and custody services for retirement plans on a single platform. Easily access information on cash, disbursements, holdings, transactions, plan statements, participant 1099s and more.

• Real-Time Access
• Plan Sponsor Access
• eStatement Options
• eSignature Features
• Secure Online Transactions

Features

• Automated Trade Processing: Reduces manual errors and speeds up transactions.
• Regulatory Compliance: Adheres to global regulatory standards.
• Data Integration: Consolidates data from multiple sources for comprehensive insights.
• Real-time Monitoring: Tracks transactions in real-time for accuracy and transparency.
• Customizable Reports: Allows for tailored reporting to meet specific needs.