Investment & Trust Management

Participants in the investment and trust management sectors face many challenges today, including increased competition from new players in the market, the downward pressure on margins and a broader, more complex regulatory framework requiring compliance.  A leading industry concern is the potential limit on the scalability of existing systems due to a lack of standardized information flows and work processes. 

For investment and trust management operations, the OnBase enterprise content management (ECM) solution, including workflow, provides the operational efficiencies essential to achieve their desired growth and profitability within new account processing and maintenance, disbursements, compliance, trading, reconciliation and marketing.

New account set-up, reconciliations, disbursements, portfolio accounting, maintaining and providing performance information, new account funding, additional contributions, withdrawals, terminations, regulatory compliance and other services are all document intensive processes that require significant manual intervention today. 

OnBase helps automate these processes, while also empowering organizations to:

• Streamline operations management
• Integrate with portfolio management, CRM and other line-of-business applications
• Facilitate collaboration from remote sites
• Provide complete document security and disaster recovery
• Reduce costs associated with paper documentation and processing
• Promote error avoidance and expedite compliance by codifying workflow

With OnBase, participants in the investment and trust management sectors have an ECM solution that is tailored to their needs and produces a rapid ROI by dynamically organizing and controlling the delivery of documents and interactively managing business processes.