Bringing high performance and peace of mind together

Our proprietary recordkeeping platform is a fully integrated system that offers the latest innovations and security protections while processing transactions and performing reconciliations in real time.

Superior technology platform

  • Creates an opportunity for scalability and flexibility
  • Enables more immediate updates of participant transactions and client reporting
  • Integrates recordkeeping and trust records
  • Limits exposure and enables easy access to data and reporting

Confidence-building security

  • Sound, field-tested disaster recovery protocols
  • Downtime and/or outage mitigation during system and security upgrades
  • Single-source data collection
  • Security patches that can be applied consistently and universally across an entire environment