Products & Services
Wealth Management Services
Managed Accounts
DTCC Solutions’ Managed Accounts Service provides a central gateway for the seamless communication of some of the most important information required to establish and maintain managed accounts. It links all trading parties to one standardized platform through a single connection.
DTCC Solutions’ Managed Accounts Service provides a central gateway for the seamless communication of some of the most important information required to establish and maintain managed accounts.
DTCC's Managed Accounts Service Portal (MAS Portal) is a secure Web-based interface to the Managed Accounts Service (MAS) for investment managers who oversee managed accounts programs. It gives them immediate connectivity to MAS, eliminating the need to build a direct technology link to the service.
Fund/SERV for Investment Managers is a membership category that gives investment managers who oversee managed account programs direct access to Fund/SERV, the industry standard for processing and settling mutual fund orders. These include 1940 Act funds and other pooled investment products.
