Access Partners

Access Partners provides an additional level of sophistication to a consultancy relationship by integrating the investment management and custodian functions. Our proven technology provides seamless execution from the initiation of a block trade to the appropriate securities recordkeeping for the asset custodian. This efficiency for all parties translates into cost savings for the fiduciary client.

Our team of experienced operations professionals lead and manage the daily data transmission and reconciliation process. The in-house team is responsible for:

• Trade data integrity,
• Cash holdings
• Security positions, and
• Cash flow reconciliations.