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Transform Your Business with an Integrated Wealth Platform

Bank, trust and wealth management enterprises require advanced solutions to meet the needs of sophisticated clients. Fully integrated trust accounting and global custody, a single state-of-the-art technology platform and powerful solutions to support your clients can take your business growth to the next level. Let us help you get you there.

Interested in discussing how integrated bank and brokerage custody solutions may benefit your enterprise?




Flexible, scalable solutions for complex financial lives

Clients with sophisticated financial needs demand a more robust and comprehensive wealth management experience.

A unified platform for bank and brokerage custody that is flexible and scalable is the key to becoming a premier wealth management firm.

With our forward-thinking technology and client-centric model, you can outsource the functions that make sense for your business. Our team acts as an extension of your firm, streamlining front-, middle- and back-office activities and delivering excellent service along the way.

Integrated Wealth Platform for Bank and Brokerage Custody

As technology transforms every aspect of our lives, clients with sophisticated financial needs are demanding a more robust and comprehensive wealth management experience. Financial services firms have an opportunity to offer the holistic and seamless interaction their clients expect by becoming more nimble and efficient.

One-point access.
A world of capabilities.

Our investment in innovation, technology and hands-on consulting can help you improve the investor experience, drive satisfaction, increase operational efficiencies, and reduce risk. We will collaborate with you to streamline your operations and position you to outperform.



Our NetX360® Technology Ecosystem for Wealth Professionals & Operations Support

We deliver a fully integrated trust accounting and global custody platform. This includes client on-boarding, asset movement and straight-through processing. It is designed to create the seamless experience your clients expect. In addition, our APIs allow data transfer where you need it, offering flexible and open integration with providers of your choice.



Dynamic Integration Options that Support Your Business Model

Our unified bank and brokerage platform includes straight-through processing, outsourcing capabilities and a single service team. We also offer enhanced integration capabilities with fintech providers through our robust library of APIs.

The power of integration— bank and brokerage custody

Leverage Our Global Perspective and Expertise

As the leading custodian to the financial world, we bring together the power of two custodial accounting systems in an innovative fashion. Our state-of-the-art brokerage technology is backed by the stability of the oldest financial institution in the U.S.

Streamline Operations, Create Efficiency

Create the seamless experience your clients expect. Our solution includes a single advisor workstation for bank and brokerage custody. Our fully integrated trust accounting and global custody platform includes client on-boarding, asset movement and straight-through processing.

Flexible, Scalable Technology

We’re committed to innovating the most secure, resilient and flexible digital and technology solutions for our clients. In addition, our APIs allow data transfer where you need it, offering flexible and open integration with providers of your choice.