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Trust and Custody Services

Streamline trust and custodial management

Streamline and automate your trust and custodial services with a single, secure platform driven by a state-of-the-art trust accounting system. With our solution, plan sponsors gain real-time access to complete, accurate information while participants benefit from features like electronic statements and signatures.

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.

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Real-Time Access
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Plan Sponsor Access
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eStatement Options
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eSignature Features
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Secure Online Transactions
How We Can Help

A trusted source for trading solutions

300
Financial institutions using our products.
$200B
Customer assets processed on the platform.
40+
Years of trust and fiduciary experience.
Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities

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