One integrated model across technology and operations servicing
Outsource Wealth Operations Without Losing Control
Lower operational lift while keeping full oversight and service continuity.
Service Positioning
Keep your team focused on growth, not operations overhead.
OpsSourcing gives you managed execution without sacrificing control, quality, or client service standards.
A scalable framework that protects servicing quality as you grow
Clear accountability, stronger resilience, and consistent control points
Value Proposition
Reduce operational burden while keeping control and visibility.
OpsSourcing helps you run leaner operations, strengthen service quality, and scale without internal complexity.
Predictable Operational Cost
Lower internal processing overhead with a managed model aligned to operating demand.
Scale Without Rebuilding Teams
Expand servicing throughput without adding parallel internal teams or fragmented workflows.
Enterprise-Grade Control & Transparency
Maintain live oversight into controls, statuses, and servicing outcomes with clear accountability.
Operational Efficiency at Scale
Improve turnaround and service consistency across growth cycles with standardized execution.
Operating Model
A simple 3-step model from intake to client servicing.
OpsSourcing centralizes execution into a clear workflow so teams can understand handoffs and outcomes at a glance.
Current Step
- Standardize account setup
- updates
- reference data checks before processing starts
Tap a step to view details.
Capture and Validate
- Standardize account setup
- updates
- reference data checks before processing starts
Services Covered
Capabilities grouped by core wealth operations.
Exact operations delivered across custody, reporting, treasury, administration, and transfers.
Custody & Trade ProcessingClient Reporting & StatementsTreasury & Cash ManagementAdministration & Account ManagementDistribution & Transfers
Custody & Trade Processing
Domestic, global, mutual fund, and alternative asset custody with controlled daily processing.
Domestic, global, mutual fund, and alternative asset custody with controlled daily processing.
Primary Outcome: Domestic, global, mutual fund, and alternative asset custody
- Trade settlement for depository assets
- Mutual fund trade processing
- Daily custody-to-trust reconciliation
- Dividend and interest processing
Client Reporting & Statements
Daily information delivery and statement distribution across print and digital channels.
Primary Outcome: Daily account information delivery
- Printed and mailed statements
- Downloadable custom reporting
- E-statements
Treasury & Cash Management
Treasury workflows for daily settlement and non-registered sweep activity.
Primary Outcome: Daily net settlement calculations
- Non-registered sweep fund processing
- Dividend and interest processing
- Corporate action processing
Administration & Account Management
Account setup, maintenance, and reference controls on the Global WealthES platform.
Primary Outcome: Trust account setup (Global WealthES)
- Trust account maintenance
- Asset and code table management
- Memo tickler system support
Distribution & Transfers
Distribution and transfer operations with reconciliation controls.
Primary Outcome: Check processing, ACH, and wire transfers
- Scheduled disbursements
- Loan processing and amortization
- Outstanding check reconciliation
- Account transfer services
TRUST & SCALE
Operational scale you can rely on. Control you can verify.
OpsSourcing combines proven workflows, enterprise-grade controls, and continuous visibility to support complex wealth operations with confidence.
- Continuous operational visibility across workflows
- Structured controls aligned with trust accounting standards
- Built-in redundancy for business continuity and disaster recovery
- Dedicated operational oversight and accountability
99.5%+
Platform uptime
24/7
Operational support coverage
Multi-entity support
Trust, RIA, and institutional models
Auditable workflows
Standardized and controlled execution
Why It Matters
Outsourcing creates value only when control stays with you.
OpsSourcing is built to protect continuity, accountability, and transparency while reducing operational strain.
Business Continuity Support
Reduce disruption risk with resilient operating support and continuity-ready workflows.
Clear Accountability
Define ownership and checkpoints across trust and wealth servicing operations.
Service Transparency
Keep live access to service activity, status, and client-level context.
Service Engagement
Scale wealth operations with a controlled outsourcing model.
Review your current operating model and identify where OpsSourcing can reduce complexity, improve control, and support long-term growth.
1Share your current setup
2Review operational gaps and workflows
3Receive a tailored outsourcing approach
No obligation. Initial review focused on your current operating model.