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All responses will be treated in the strictest confidence.






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Income processing

Survey questionnaire
Rate your providers on up to 6 service elements
All responses will be treated in the strictest confidence

Receive income reports from custodians

for Asset Manager
Receive reporting of income events from custodians and process into back office system


Please confirm your identity to rate

Receive income reports from custodians

for Broker-Dealer
Receive reporting of income events from custodians and process into back office system


Please confirm your identity to rate

Receive income reports from custodians

for Wealth Manager
Receive reporting of income events from custodians and process into back office system


Please confirm your identity to rate

Reconcile income received vs. expected

for Asset Manager
Automatically reconcile the income projected against that received from custodian bank and follow up any mismatches


Please confirm your identity to rate

Reconcile income received vs. expected

for Broker-Dealer
Automatically reconcile the income projected against that received from custodian bank and follow up any mismatches


Please confirm your identity to rate

Reconcile income received vs. expected

for Wealth Manager
Automatically reconcile the income projected against that received from custodian bank and follow up any mismatches


Please confirm your identity to rate