ACATs, Fed Wires, Check Disbursements, Journals (securities or cash), ACH, Distributions and more
Full Service ACH Capabilities
Includes establishing standing and periodic instructions, initiation of transactions and bank validation information
Data Consistency
Ensure consistent data collection and validation for all transfers initiated to pull in assets from an outside firm; ACAT, non-ACAT, Transfer Agent/DRS, Banks, and Direct Mutual Funds