Banks and Trust Departments
Enhance your organization’s wealth management suite with institutional services tailored to your needs.
Institutional Investment Options
Access pre-selected mutual funds and ETF Wrap strategies, design your own portfolios with recommendations from vetted managers in our Strategy Marketplace, and leverage institutional-class alternative investment products to help meet client preferences not met by traditional investment vehicles.
Scalable Technology
Ease the administrative burden on your internal staff and increase your ability to serve more clients with our comprehensive technology suite. Deliver a consistent and client-centric wealth management experience with scalable billing, rebalancing, and reporting solutions.