Why Work with Us?

Overview

No matter what lines of business you manage — institutional, private client or a combination of both — we can support your goals for financial and operational improvement. Our unique focus and expertise on investment servicing means we can easily handle all of your administrative and operational tasks, leaving you free to concentrate on what matters most: your clients.

Importantly, we can deploy a solution that fits your firm’s needs of today — and tomorrow.  Our capabilities are comprehensive but flexible: you decide what technology and service components you use; what type of investment management, including open architecture strategies, that you deploy; and where your brokerage execution occurs. State Street can even accommodate held-away assets and accounts — incorporating, reconciling and presenting all of your clients’ data in one comprehensive repository.  In addition, the customized solution we design together is delivered through a platform designed specifically for wealth management clients – State Street WealthConnect^®.

Flexibility, Service and Scalability

We have the size and scale to offer a deep bench of expertise for virtually every facet of investment servicing. Our consistent focus on each client as a strategic partnership means that your goals come first — ensuring that our solutions are tailored specifically to your needs and culture.

Our dedicated professionals are highly experienced in the field of investment servicing and are organized by market segment. They all undergo rigorous, ongoing training programs, are involved with industry organizations and are accountable to your satisfaction. We’ve found that this promotes the best collaborative work environment and sharing of best practices.

Your Competitive Advantage: A State Street Solution

Working with State Street, you have access to all the tools you need to achieve your goals, including:

> Focus on client acquisition

> Improve client satisfaction

> Drive performance results

> Increase additional revenues

> Reduce operational expenses

> Create a more predictable expense model

> Improve your data delivery and reporting

> Enhance the scalability of your business

> Enable speed-to-market investment solutions

> Offer your clients a premier custody option with one of the largest, most stable global custody banks in the industry