Broker-Dealers
Automated critical trading, clearing, servicing, and operational workflows to increase efficiency and control.
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Advisors & Wealth Managers
Simplify advisor workflows and account servicing to improve productivity and client experiences.
Issuers
Simplify investor communications, proxy voting, and governance while strengthening shareholder engagement.
Asset Managers
Streamline fund operations, data management, and oversight to improve efficiency, transparency, and control.
Trading & Execution
- Execute basket, block, and multi-leg orders through a single rules-based engine
- Automate compliance and risk checks across the trade lifecycle
- Enable market connectivity while supporting increasing transaction volumes
Wealth & Advisory
- Automate onboarding, processing, and account workflows end-to-end
- Unify client, portfolio, and market data for faster advisor decisions
- Deliver digital-first experiences that deepen client trust
Asset Servicing
- Centralize servicing and oversight across every account and asset type
- Manage the full lifecycle from onboarding through ongoing events
- Service alternatives, annuities, IRAs, and digital assets at scale
Clearing & Settlement
- Automate post-trade processing across transaction types and global markets
- Connect directly to clearing houses, custodians, and multi-currency settlement processing
- Surface exceptions early with real-time settlement visibility
Fund Administration
- Automate fund trading, reconciliation, and straight-through processing
- Automate complex fee, billing, and revenue-sharing processes
- Scale transfer agency and recordkeeping across global fund structures
Operations as a Service
- Reduce costs and operational risk with outsourced middle- and back-office support
- Scale efficiently with experienced operations and asset servicing specialists
- Unlock new revenue opportunities through scalable operational support
Securities & Financing
- Automate end-to-end securities financing and clearing workflows
- Optimize collateral and capital while reducing counterparty exposure
- Access NSCC markets directly through BetaNXT connectivity and scale
Workflow & Automation
- Unify back- and middle-office operations in one modern interface
- Automate task routing, rules, and exception handling to reduce manual work
- Trigger real-time workflows across internal, external, and market systems
Recordkeeping & Reporting
- Maintain accurate, consistent records across accounts and transactions
- Extend readiness across tax, cost basis, custody, and digital assets
- Centralize data to strengthen oversight, control, and reporting visibility
Regulatory Reporting
- Automate regulatory reporting and compliance monitoring at scale
- Consolidate data and calculations across a single integrated platform
- Maintain audit trails and adapt as regulatory requirements evolve
Broker Services
- Bring investor communications and event processing into a single streamlined workflow
- Deliver voting experiences that drive digital adoption
- Strengthen compliance with real-time tracking and automated controls
Client Communications
- Create and deliver critical client communications across every channel
- Validate documents with AI-powered rules before they reach clients
- Create and compose content with intuitive self-service tools
Fund Services
- Simplify proxy management from solicitation through tabulation
- Give investors proposal-level voting choice at scale
- Strengthen vote accuracy through reconciliation, audit, and reporting
Issuer Services
- Manage the full proxy lifecycle from distribution through tabulation
- Drive shareholder engagement across channels
- Centralize proxy management and access voting data through the MIC Issuer Portal
DataXChange
- Deliver trusted enterprise data through a unified data platform.
- Eliminate silos by standardizing data from multiple sources
- Apply AI to surface insights, automate decisions, and drive action
Other Data Services
- Exchange wealth data securely through scalable, developer-ready APIs
- Centralize and standardize mutual fund and account data across the firm
- Automate data flows to reduce manual re-keying and errors
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Front Office
Real-time data and automation speed trade execution and client service, giving advisors and traders the tools to act faster and serve clients better across every channel.
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Middle & Back Office
Automated processing cuts errors, reconciles data, and streamlines operations, reducing manual work while scaling to handle growing transaction volume without added staff.
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Compliance & Regulatory
Built-in controls and audit trails keep firms ahead of requirements, supporting regulatory reporting and reducing risk exposure across trading, servicing, and communications.
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Investor Communications
Digital delivery and proxy tools improve investor engagement and accuracy, replacing manual notifications with omni-channel communications investors actually read and act on.
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Data Services
A unified data platform powers reporting, analytics, and integration, connecting front, middle, and back office systems to support faster, better-informed decisions.