| Trust Accounting Interfaces |
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Objective: |
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Ensure that middle market trust banks
have all transactions and positions in existing trust accounting systems without any manual
input of transactions, and ensure that existing reporting arrangements can be preserved.
GlobalBridge provides open access to multiple institutional managers with a single trust
accounting interface. Middle market trust banks gain efficient access to a large universe
of world-class institutional asset managers, enhancing their ability to effectively compete
against brokers and money center banks for high net worth and institutional assets and
clients. |
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Process: |
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GlobalBridge has built
straight-through-processing interfaces and connectivity with the major trust accounting providers
including: Trust/Rite, Infovisa Maui, Metavante, SEI 3000, Sungard Charlotte, Sungard AddVantage,
and AccuTech AccuTrust. In addition, the interfaces for InnoVest InnoTrust and HWA International
are currently in development. Trades are imported daily to the trust bank's trust accounting system,
and transactions and positions are sent to GlobalBridge for account reconciliation. All reporting
and custody arrangements and processes are maintained in tact. |
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Result: |
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A seamless interface with the bank's trust
accounting system and custodian which offers the bank a true open architecture SMA
platform. Click on one of the following links for additional information.
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