Insourcing. Outsourcing. Right-sizing. Third Party Administration. Hybrid Solutions.
There is no single correct solution. The requirements, the expertise, experience, and even the scale of an operation vary widely by institution. We recognized this long ago and set out to create a solution.
Technology & Scalability to Drive Trust Accounting, Philanthropy & Self-Directed IRA Platforms
In the most challenging and competitive environment in history, you need a significant advantage over your competition to attract, service, and retain your customers.
Sophisticated Technology Driving Innovative, User-Friendly Solutions for Retirement Platforms, Third-Party Administrators and Their Customers.
Robust, customizable, cloud-based solutions to help you navigate the highly-competitive, highly-complex, and highly-regulated world of tax-qualified retirement plans and programs.
Traditional trust accounting applications are designed to track principal and income. Regardless of their age or architecture, they are simply not designed to support the investment types categorized as Unique and Hard to Value. And out of necessity, every major trust accounting platform interfaces with our cloud-based applications.