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.