Pay delivers our custody clients a streamlined, secure and convenient way to manage and process payments – enabling operational efficiencies.
- Secure online portal
- Cash account transactions
- Multi-step transaction approvals
- Payment templates
- Transaction history
- Bulk file and ABA uploads
- Multi-factor authentication
- Robust audit trail
Our team is driven by a passion for finding a better way to operate funds and financial products. We leverage technology to eradicate inefficiencies, improve transparency, deliver better client outcomes, and improve the efficiency of the financial services ecosystem.
We understand our customer data and systems are critical to us, which is why we have privacy and security controls in place to protect against and mitigate threats based on industry best practice.
Information Security Overview
An overview can be found here for download