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  • Back-Office Trust Operations

    An Effective Strategy to Lower Risk & Increase Profitability

    Reliance Integrated Solutions (RIS) offers a full range of technology and operational outsourcing solutions, allowing institutions to focus on their core competencies. With services designed to lower operating risk and increase profitability, we specialize in helping wealth management institutions with client-facing activities by creating an all-inclusive operating platform for servicing their clients.

    Since 1993, Reliance has provided a comprehensive suite of back-office services for investment advisors, trust companies, single- and multi-family offices and other wealth management providers on a private-label basis.

    Open-Architecture Outsourcing Services

    Our core processing platform provides all-inclusive back-office support, including:

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