Your success as a financial institution in this digital age requires a partner, not just for technology products and services, but a total solutions partner that has technological foresight and works alongside your strategic thinkers. This is how your competitive edge is cultivated.

Long before our competitors even considered what investor record keeping was, we knew where it could take us. Since we first launched our record keeping technology in Kansas City, Missouri in 1969, we initiated plans to create the de facto global standard for investor servicing solutions. With our financial service partners in banking and investment, these plans grew to include Canada, United Kingdom, Europe, and Asia. Together, our plans grew technically to include advanced Investor Record Keeping, eBusiness, Reporting, and Workflow Management in multiple languages and currencies.

Every day, our software handles over 80-million investor accounts worldwide with over 200 partners in over ten countries.

Expertise does not happen over night. It has taken over 30 years to confidently say we have blazed a trail and set the standard for excellence and trust. Our partners benefit from our experience and you can too.