TPA & Recordkeepers
Get the most automated and cost-effective mutual fund transaction processing available. Our affordable, all-in-one platform eliminates the task of executing new mutual fund agreements for each trade, saving time and resources while increasing accuracy.
Featuring our TrueOpen architecture approach, we offer more than 25,000 mutual funds and ETFs to best support your initiative and help you provide a powerful competitive advantage to your advisors and brokers.
For more information contact our Advisor Support desk at 866-935-6824.
Stand out from your competitors while attracting new prospects and remaining the main point of contact on accounts with our Retirement Platform for Financial Advisors. Our TrueOpen platform supports advisors with everything from fund selection and monitoring to investment policy statements, plan proposals, enrollment kits, and quarterly and annual monitoring reports.
Bank / Trust
Trade with efficiency and carefully monitor how you spend resources. We can help you execute mutual fund and ETF trades more efficiently and accurately while you focus on helping customers grow their business. Our comprehensive suite of solutions comes fully integrated or a la carte, and also provides a fully disclosed outsource solution with direct ownership of accounts.
Broker / Dealers
Now more than ever, broker/dealers need visibility into plan data at both the firm and advisor level.
Our platform combined with comprehensive advisor support helps firms obtain greater information and establish stronger internal controls to quickly assess risk, increase productivity, comply with regulations and, ultimately, win more business.
Mutual Fund / Asset Managers
Differentiate yourself from the competition in an increasingly crowded market. Our comprehensive support services help mutual fund distributors gain greater access to critical data and increased distribution opportunities.
We recognize the significant challenges in today’s insurance industry. You need tools to ensure transparency, efficiency, accuracy and compliance so you can grow business and continue to service customers in a reliable manner.
Our TrueOpen architecture platform helps solve these challenges and provides access to more than 25,000 mutual funds and ETFs. Combined, our products and services offer insurance providers the most cost-effective, automated mutual fund transaction processing available today.