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Online technology


As an industry-leading custodian, we actively work to anticipate new trends and requirements and deliver powerful, usable technology experiences.

Our technology is built using feedback from our clients and is supported by a network of responsive experts. We provide access to data and tools that are comprehensive, transparent, accurate and efficient.

Pivot

Our secure, online client portal, Pivot, is a leading example of our technology efforts. With easy, 24/7 online access to relevant account data in customizable formats, Pivot gives you the information you need in the most meaningful way to you.

Pivot provides state-of-the-art features, including:

  • A dashboard of high-level information regarding asset allocation, cash balances and positions
  • Flexible, customizable data points with sortable output
  • Easy downloading capabilities in a variety of file formats
  • Online cash movement
  • Ability to affirm or enter executed trades online
  • Trade-order entry function to buy and sell marketable securities
  • Capability for up to two approvers for transfers and trading
  • Ability to view data by trade date, settlement date or transaction date, where applicable
  • Capability to create custom and ad hoc reports for download
  • Ability to schedule recurring reports with custom formatting and notification options
  • Capacity to view multiple reports or accounts simultaneously

Login to Pivot now.

TICWEB

A custom-built reporting system specifically designed for Trust Insurance Commissioners, TICWEB provides statutory account platforms with the reports needed to track and monitor statutory deposit activity.

Login to TICWEB now.

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