Outsourcing with Reliance Integrated Solutions LLC
Our custom back-office solutions are designed to help you deliver best-in-class portfolio, trust accounting, securities processing, client reporting and technology services. Following a highly consultative approach, we work closely with our clients to develop operating platforms that leverage operating efficiencies and deliver tailored results. Through Reliance Integrated Solutions (RIS), we provide comprehensive, private-labeled outsourcing services to help meet your clients’ needs.
Dedicated Back-Office Partnerships
Our years of serving institutional clients have provided us with the industry and business acumen necessary to deliver exceptional back-office results. We strive to fully understand our clients’ business strategies and bring integrated solutions for your operations, custody and processing needs. For over a decade, RIS has established a faithful client base by listening to our clients' needs and creating custom solutions. This collaborative approach sets us apart in the marketplace and attracts clients who desire a truly personalized approach to outsourcing.
Value-Added Services
We provide the following value-added outsourcing services:
- Elite ManagerSM Program
- LifeStylesSM Mutual Funds
- Collective & Common Fund Accounting & Reporting
- Retirement Plan Services
- Brokerage Services
- Consulting for Start-Up Trust Companies
- Trust Policy Manual & Audit Services
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