We offer new ideas to help recordkeepers innovate while keeping a tight control over their cost base - scalable solutions that allow you to take advantage of the latest in digital communications in a cost efficient way.

Our technology solutions help recordkeepers engage with their clients and partners to operate more effectively

  • Participant communications
  • Data analytics
  • Partner reporting
  • Compliance
  • Advisor education tools
  • Fund trade processing
  • Trust and custodial services

You can leverage our 50 years of technology development and expertise whether you are a small independent TPA or the largest of plan providers.

Participant Communications / Customized Plan Communications

We offer a full suite of investor and marketing communications for recordkeepers including:

  • Enrollment packs
  • E-delivery
  • Plan sponsor communications
  • Transaction reporting: confirmations
  • Notices and disclosures
  • Account statements
  • Tax reporting

Data Management and Market Intelligence

We help recordkeepers manage, clean and augment their recordkeeping data. Our market intelligence tools  provide a comprehensive view into fund activity and help recordkeepers accurately reconcile fees.

We simplify data management and reporting for many recordkeeping firms – not just providing accurate and timely trading partner reports but also superior analytics to help grow your business. We provide an easy to use self- service portal that provides your internal business managers, fund partners, TPA’s and other intermediaries secure access to all the reports and advisor intelligence they need.

Trade Processing

Our comprehensive trade-processing platform helps recordkeepers streamline agreements with over 25,000 mutual funds and ETFs, saving time and resources while improving trade efficiency.

Learn More about Our Solutions for Recordkeepers

Contact us Blue Arrow Right

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White Paper
IRAs & the ERISA Fiduciary Rules

A guide to help advisors understand the proposed Department of Labor changes to the fiduciary definition regulations.

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