Our Technology
We partner with our clients to create solutions that streamline operations, improve governance, and support the accelerated growth of funds.
Pay
Pay delivers our custody clients a streamlined, secure and convenient way to manage and process payments – enabling operational efficiencies.
Key features:
- 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
Technology team
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.
Information Security
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.