Outsourcing can Lower Risks and Costs
We offer a full range of technology and outsourcing solutions, allowing institutions to focus on their core competencies. With services designed to help lower potential risk and increase profitability, we specialize in helping institutions with client-facing activities by creating an all-inclusive operating platform for servicing their clients. Since 1993, Reliance Integrated Solutions (RIS) LLC, a wholly-owned subsidiary of Reliance Financial Corporation, has provided a comprehensive suite of back-office services for investment advisors, trust companies 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:
- Portfolio & Trust Accounting
- Customizable Statement & Client Output Processing
- Custody & Securities Processing
- Electronic Trading
- Automated Mutual Fund Trading
- Investment Service & Support
- Client Internet Reporting Services
- Account Management & Fiduciary Support
|
