CUSTODY AND CLEARING
Access digital-native operations
High-touch, advisor-centered support.
CUSTODY AND CLEARING
High-touch, advisor-centered support.
Move beyond the limitations of outdated solutions. Take control with digital customer onboarding, access to account and order information, and scalable capabilities.
Some providers give you a platform. We give you an ecosystem.*
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.
Unlock additional tools
Clients have the ability to extend functionality across State Street, including markets, sec lending, distribution, alternatives, and more.*
White-glove service
On-demand efficient tools paired with the high-touch support you need to manage, grow, and scale your business.
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.
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.
230
years of experience i
10%+
responsible for the world’s assets ii
$57.9T
assets under custody and/or administration iii
38%
servicing of all US mutual funds iv
Power the next era of your business. Discover how State Street can help supercharge your business.