Wealth Management Services

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Wealth Management Services (WMS) includes three of DTCC’s business lines: Mutual Fund Services, Alternative Investment Product Services and Insurance & Retirement Services. These businesses drive centralized, automated processing and information services for the mutual funds, alternative investment, insurance and retirement markets. Seamless, end-to-end communications with broker/dealers and other distribution partners are enabled for funds, asset managers and insurance companies and their service providers to reduce risk and cost and deliver operational efficiencies.

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To speak with a Customer Support Team Member (U.S. and Canada), call 1.888.382.2721


Wealth Management Services, offered through DTCC's National Securities Clearing Corporation (NSCC) subsidiary, have pioneered services that automate previously manual processes for the mutual funds, insurance and alternative investment products industries, fueling growth while reducing risks and costs.

Insurance & Retirement Firms

DTCC’s Insurance & Retirement Services generates unparalleled secure, automated and standardized low-cost infrastructure solutions that bring efficiencies to clients and the insurance marketplace as a whole. Positioned at the center of the insurance marketplace, I&RS is the market’s foremost conduit for connecting carriers and distributors.

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Mutual Funds Consultant

Mutual Fund Services (MF) delivers a broad range of innovative transactional and information services to automate, standardize and centralize processes to create efficiencies and reduce cost and risk for the mutual fund marketplace. MF solutions drive business relationships between asset managers and their distributors, linking a vast network including fund companies, investment managers, broker/dealers, banks, trusts, and other financial services firms that offer fund investments to the market.

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Alternative Investment Product Company

Alternative Investment Product (AIP) Services is a platform that links global market participants — including broker/dealers, fund managers, fund administrators and custodians — to provide one standard, efficient end-to-end process for alternative investments such as hedge funds, funds of funds, private equity, non-traded real estate investment trusts (REITs), managed futures and limited partnerships.

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