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Institutional Account ServicesFoundationPartnerSMCommunity foundations exist to serve others. That mission can be compromised, though, when foundation personnel spend too much time managing the organization’s investment portfolio and too little time tending to the needs of donors and beneficiaries. A chief culprit: outmoded back-office processes that require staff to spend endless hours compiling and analyzing data from multiple money managers and translating that data into financial reports.
Foundation PartnerSM is a web-based service designed specifically for the community foundation marketplace. It automates the collection, entry and analysis of data from multiple investment managers, freeing foundation personnel to focus on the needs of donors and beneficiaries.
FoundationPartnerSM services include:Tribal PartnerSMTribal PartnerSM provides services for Indian Gaming Regulatory Act (IGRA) trusts for minors and adult trusts. Gaming facilities operated by Sovereign Indian Nations have been a financial boon to Indian tribes throughout the United States and have led to the creation of significant trusts for the benefit of their members. Advisors to these trusts can help them streamline their back-office responsibilities by partnering with us and our Tribal PartnerSM service.
Our unitization services are particularly useful for tribes that wish to establish multiple investment accounts for their trust assets, as they allow the trust to easily allocate assets among the many different trust programs, or sub-accounts, that benefit tribe members.
Tribal PartnerSM services include:Family Office PartnerSMFamily office managers and their financial advisors can perform best when they have complete, accurate and timely information about their client’s investment portfolio. That’s why family office managers and advisors work with Family Office PartnerSM. We offer a full range of trustee and fiduciary services for family offices, as well as cashiering and reporting for both trust and non-trust assets. By automating the collection and analysis of data from multiple investment managers and custodians, you can help your client make faster and better investment decisions.
FoundationPartnerSM
Foundation PartnerSM is a web-based service designed specifically for the community foundation marketplace. It automates the collection, entry and analysis of data from multiple investment managers, freeing foundation personnel to focus on the needs of donors and beneficiaries. Specifically, Foundation PartnerSM can:
Family Office PartnerSM services include:
Institutional Account Services for foundations, tribes and family offices:
Integrate data from multiple custodians into a unified feed to the client.
Normalize data to reduce redundancies and errors.
Unitize investment pools.
Allocate investment pools and mutual fund investments across multiple custodians.
Scan investment statements and provide secure offsite storage of the electronic copies.
Provide performance reporting for individual accounts and groups of accounts, including portfolio analytics, benchmark comparisons and asset allocation calculations.
Find out moreTo learn more about Institutional Account Services and how it can contribute to the efficient management of your institutional assets , just click here to contact a representative specializing in Institutional Account Services.
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