Institutional Account Services
FoundationPartnerSM
Community foundations exist to serve others. That mission can be compromised, though,
when foundation personnel spend too much time managing the organization’s investment
portfolio and too little time tending to the needs of donors and beneficiaries.
A chief culprit: outmoded back-office processes that require staff to spend endless
hours compiling and analyzing data from multiple money managers and translating
that data into financial reports.
Foundation PartnerSM is a web-based service designed specifically for
the community foundation marketplace. It automates the collection, entry and analysis
of data from multiple investment managers, freeing foundation personnel to focus
on the needs of donors and beneficiaries.
FoundationPartnerSMservices include:
Tribal PartnerSM
Tribal PartnerSM provides services for Indian Gaming Regulatory Act (IGRA)
trusts for minors and adult trusts. Gaming facilities operated by Sovereign Indian
Nations have been a financial boon to Indian tribes throughout the United States
and have led to the creation of significant trusts for the benefit of their members.
Advisors to these trusts can help them streamline their back-office responsibilities
by partnering with us and our Tribal PartnerSM service.
Our unitization services are particularly useful for tribes that wish to establish
multiple investment accounts for their trust assets, as they allow the trust to
easily allocate assets among the many different trust programs, or sub-accounts,
that benefit tribe members.
Tribal PartnerSM services include:
Family Office PartnerSM
Family office managers and their financial advisors can perform best when they have
complete, accurate and timely information about their client’s investment portfolio.
That’s why family office managers and advisors work with Family Office PartnerSM.
We offer a full range of trustee and fiduciary services for family offices, as well
as cashiering and reporting for both trust and non-trust assets. By automating the
collection and analysis of data from multiple investment managers and custodians,
you can help your client make faster and better investment decisions.
FoundationPartnerSM
Foundation PartnerSM is a web-based service designed specifically for
the community foundation marketplace. It automates the collection, entry and analysis
of data from multiple investment managers, freeing foundation personnel to focus
on the needs of donors and beneficiaries. Specifically, Foundation PartnerSM
can:
Family Office PartnerSM services include:
Institutional Account Services for foundations, tribes and family
offices:
Integrate data from multiple custodians into a unified feed to the client.
Normalize data to reduce redundancies and errors.
Unitize investment pools.
Allocate investment pools and mutual fund investments across multiple custodians.
Scan investment statements and provide secure offsite storage of the electronic
copies.
Provide performance reporting for individual accounts and groups of accounts, including
portfolio analytics, benchmark comparisons and asset allocation calculations.
Find out more
To learn more about Institutional Account Services and how it can contribute to
the efficient management of your institutional assets , just click here to contact a representative specializing in Institutional
Account Services.