To support your charitable giving strategies, we provide comprehensive, reliable and scalable technology.
For example, we use an industry-leading software platform to deliver our trust and custody service. This tool was also developed to provide user-friendly navigation and export functionality. Our portal provides 24/7 real-time access which allows you to:
- View account holdings
- Monitor activity
- Forecast cash flow
- Obtain real-time quotes
- Perform online trades
The expertise of our programmers and technical staff offers a significant competitive advantage when developing customized solutions for our trust and custody clients. Ongoing enhancements in our capabilities provide you with administrative features, accuracy and timeliness.