Services and Approach / Trust & Wealth Management

Trust & Wealth Management

Together, we negotiate a contract outcome your financial institution can trust.

Cornerstone’s Trust Accounting, Custody, and Mutual Fund Services

Renewal Negotiations

Negotiate with your current vendor(s) to gain you market competitive pricing and business terms
Identify critical issues to address during negotiations as well as improved service level agreements

Market Pulse for Trust

Web-based surveys
Trust market overview of the current vendor landscape
Identify issues to address during negotiations

Trust Accounting and Custody/Mutual Fund Vendor Selection

Through discovery, define the business requirements of the trust department
Build a Request for Proposal based on unique business requirements and deliver to select vendors in the market
Evaluate and select the best vendor
Negotiate best-in-class pricing and business terms

Some of the vendors we negotiate with:

Trust Accounting

FiTeck
FIS
Accutech
SEI
Etc.

Custody Mutual Funds

Northern Trust
Fidelity
Broadridge
Reliance Trust
Etc.

Retirement Planning Services

Charles Schwab
Epic Trust
July
Principal
Etc.