CUSTODY AND CLEARING

Access digital-native operations

High-touch, advisor-centered support.

Scale your business your way

Move beyond the limitations of outdated solutions. Take control with digital customer onboarding, access to account and order information, and scalable capabilities.

Beyond a platform

Some providers give you a platform. We give you an ecosystem.*
 

Next gen infrastructure final

Designed for modern wealth

Our infrastructure is designed to accelerate operations, elevate service, and power growth so you can focus on what matters most: your clients.
 

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Unlock additional tools

Clients have the ability to extend functionality across State Street, including markets, sec lending, distribution, alternatives, and more.

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White-glove service

On-demand efficient tools paired with the high-touch support you need to manage, grow, and scale your business.

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One-click to revenue

Accelerate the customer journey with efficient client transitions. Digital onboarding and simple account transfers move assets on-platform quickly, with in-line validation that minimizes exceptions. Access real-time alerts and events through the onboarding and transfer process to keep your investors informed.

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Straight-through processing

Be in the exception processing business, not the manual processing business, with API-first infrastructure. Whether you employ our in-house offerings, choose from our strategic providers, or integrate with your in-house systems, the result is greater automation and efficiency.*

Leverage the breadth of our ecosystem*

Our wealth clients gain something other providers can’t offer: the potential to tap enterprise-grade tools across State Street's full suite of offerings.

  • Seamless access to leading providers across CRM, portfolio management, data, and more.
  • Proprietary integrations that connect partner tools directly to your workflows.
  • Front-and-middle office scale through industry leaders like Charles River Development's** wealth technology that delivers innovative and scalable solutions.
  • Extend the value of your relationship with State Street and, over time, connect to capital markets, asset servicing, liquidity, and more offerings.
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Harness State Street’s established strength

Ready to see what’s possible?

Power the next era of your business. Discover how State Street can help supercharge your business.

* Products services described herein may not be available in all jurisdictions or through all State Street entities. The development, release and timing of any product, features or functionality described remain at the sole discretion of State Street and are subject to the firm’s internal governance and due diligence approval process.
** Charles River® Development - A State Street Company is a wholly owned business of State Street Corporation (incorporated in Massachusetts). This document and information herein (together, the “Content”) is subject to change without notice based on market and other conditions and may not reflect the views of State Street Corporation and its subsidiaries and affiliates (“State Street”). The Content is provided only for general informational, illustrative, and/or marketing purposes, or in connection with exploratory conversations; it does not take into account any client or prospects particular investment or other financial objectives or strategies, nor any client’s legal, regulatory, tax or accounting status, nor does it purport to be comprehensive or intended to replace the exercise of a client or prospects own careful independent review regarding any corresponding investment or other financial decision. State Street and Charles River Development is not acting as an investment advisor or fiduciary in providing this information. For additional information and disclosures for State Street Investment Management, visit https://www.crd.com/terms-and-conditions/