The Future of Collective Investment Trust (CIT) Onboarding is Here
Being an industry leader in CITs means always thinking of ways to make managing qualified plans easier and more convenient for you – and the client accounts you manage. Our new approach to participation agreements will balance modern-day innovation with a streamlined approach so you can access everything you need in one location.
Modernizing Participation Agreements
Save time with a simple, streamlined management approach.
Access all your funds and resources in a one-stop shop.
Eliminate paper copies and engage in more communication.
Become an innovative leader with your current and new clients.