Gain peace of mind
with the trusted backbone of the global market.
Wealth & Investment Solutions
Unleash Your Growth on Our Proven Infrastructure
We power financial innovation through our trusted foundation, making it easy to simplify operations, reduce risk and unlock new opportunities. With clarity and speed to bypass complexity, you can continue to evolve, scale and unlock your organization’s full potential.
Power your next phase of growth with Fund Solutions, Insurance & Retirement Solutions and Private Market Solutions.
Distributors leveraging Wealth & Investment Solutions infrastructure
- Trillion
In settlement volume annually
Funds on our private market solutions
- Million
Insurance contracts
Data as of Q2 2026
Delivering Value
Extend your reach and drive growth
with easy integration, operational efficiency and access to an extensive network of partners, manufacturers and distributors.
Operate with clarity and speed
with a simplified, integrated model that eliminates friction across the transaction lifecycle.
Seamlessly connect
with a single partner across all solutions.
Unlock AI-powered automation
using data to reduce delays, errors and operational costs across asset classes.
Stay ahead of what’s next
with continuous platform enhancements to keep you prepared as the market evolves.
Explore Our Services
- Learn More
Fund Solutions
A comprehensive suite of services that streamlines the processing and distribution of mutual funds, ETFs and alternative investment products. - Learn More
Insurance & Retirement Services
Process and settle transactions through a single gateway connecting over half the industry, streamlining workflows, increasing efficiency and managing cost with confidence. - Learn More
Private Market Solutions
Create efficiencies and accelerate impact across the transaction lifecycle for alternative investments, automating over 650M private-market transactions to date.