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.
Flexible
Tailored to match your payments processes and workflows. Pay supports a variety of payment types including bulk payments and multi-step approval processes – streamlining operations.
Robust
Easily track and monitor the status of each transaction. Pay is designed to securely handle large volumes and types of transactions, with key actions recorded to create a robust audit trail.
Comprehensive security
We take security seriously, adhering to the highest security standards and best practices. Our security and operational controls ensure clients’ funds are secure, instructions are of the highest integrity, and fraud risks are mitigated.
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.
Information Security Overview
An overview can be found here for download