Wealth Management 服务

它的保险 & 退休服务 (I&RS) offers a suite of streamlined processing 和 compliance-driven solutions for carriers 和 their distribution partners -- 经纪人/经销商, 银行, brokerage general agencies, independent 经纪人/经销商 和 other firms -- through a secure, centralized 和 automated infrastructure. This infrastructure enables insurance carriers 和 distributors to exchange information at various points throughout the annuity 和 life insurance processing cycle.

参观 客户端 Resource Center to access member lists, client services, technical services 和 HIPAA privacy disclosures.

互惠基金服务 (MF) delivers a broad range of innovative transactional 和 information services to automate, st和ardize 和 centralize processes to create efficiencies 和 reduce cost 和 risk for the mutual fund marketplace. MF solutions drive business relationships between asset managers 和 their distributors, linking a vast network including fund companies, 投资经理, 经纪人/经销商, 银行, 信托基金, 和 other financial services firms that offer fund investments to the market.

参观 客户端 Resource Center to access fee schedules, holiday processing schedules, member lists, 和 mutual fund documentation.

Alternative Investment Product (AIP) 服务 is a platform that links global market participants — including 经纪人/经销商, 基金经理, fund administrators 和 custodians — to provide one st和ard, efficient end-to-end process for alternative investments such as hedge funds, 基金的基金, 私人股本, non-traded real estate investment 信托基金 (REITs), managed futures 和 limited partnerships.