Introduction to Institutional Account Services
For many institutional investors, back-office processes are a front-line challenge.
Whether you are collecting and analyzing portfolio data from multiple money managers,
allocating pooled assets among individual sub-account holders, or generating financial
reports for stakeholders, the need to produce timely and actionable information
is a constant struggle. Wilmington Trust Retirement and Institutional Services Company
can help, whether your client is a community foundation, family office, Sovereign
Indian Nation, or even a high-net-worth individual with assets distributed among
Using the same state-of-the-art technology that drives our retirement services,
we can aggregate the data for all your client’s accounts and transmit it as a single
unified feed directly to the designated general ledger system. When your information
needs go beyond accounting, our technology lets you query the data via our web site
so that you and/or your client can analyze their portfolio at multiple levels of
detail. The analysis can be performed by asset class, sub-asset-class, allocation
model, manager, or group of managers. You also can use this data to generate a wide
variety of performance reports, including benchmark comparisons and asset allocation
In addition, you can take advantage of our unitization
services for donor-advised funds, trusts and other institutions to associate assets
across multiple investment accounts with specific sub-accounts. And if your client
needs a master custodian, we can fulfill the responsibilities of that role as well.
Call Wilmington Trust Retirement and Institutional Services Company Today
To learn more about how we can help you and your institutional clients streamline
their investment accounting, analysis and reporting responsibilities, just click here to contact a representative specializing in Institutional
Account Services. We’re ready to help.