Persistent innovation starts with a stable foundation

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Overview
What we do

Wealth management technology and operations
Wealth management technology and operations in one fully integrated platform.

Flexible investment solutions
Flexible investment solutions for personalized client portfolios.

Professional services
Comprehensive, specialized services to design and build the solution you need.

Data Cloud
Seamless data and analytics access across the breadth of your business.

Managed IT services
Advanced solutions for cybersecurity, network operations, and cloud infrastructure.
Our insights
Our team
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Charting a steady course in times of change.

We’ve spent 50+ years helping financial institutions navigate change with confidence. Our independent leadership and continual investment in new solutions helps ensure that we deliver the innovation you want with the stability you need.

Transparent operations

We deploy flexible, end-to-end operational solutions that support your business through investment processing, administration, and cybersecurity services.

Focused on long-term strategic partnership

We equip you with a goals-based framework and ongoing support—your long-term success is our long-term mission.

Sustained innovation

We consistently invest in our technology and asset management solutions to adapt to your evolving business needs.

Financial strength. Continuous innovation. Measurable results.*

*Based on Pensions & Investments' "Largest Money Managers" 2023 ranking *As of Sept. 30,2024.

Stability is the bedrock of innovation. Discover how you can thrive in the face of market volatility when you build a solid foundation with the right tools and technology.

Download the paper

Supporting your growth and overcoming challenges.

From regional wealth managers to global financial institutions, we deliver tailored solutions to navigate challenges and help you achieve your long-term goals.

Banks and broker-dealers
We help financial institutions of all sizes develop secure, scalable solutions that can enhance your client experience.
Wealth and asset managers
Our advanced operational infrastructure enables asset managers and private banks to evolve and compete in today’s complex financial landscape.
Institutional investors
We provide institutional investors, nonprofits, and retirement plan sponsors with custom technology and asset management services designed to meet their portfolio needs.
RIA independent advisors
Our integrated advice infrastructure and technology helps registered investment advisors and their clients strive towards financial freedom together.

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