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- Backed by the experience, innovation and advisory capabilities of Northern Trust, our suite of integrated technology solutions provides comprehensive information gathering, money movement, accounting and GL solutions, data aggregation, and reporting capabilities, resulting in a complete picture of a family’s net worth while supporting the day-to-day tasks that occur within a family office and among its advisors.
m.northerntrust.com/united-states/what-we-do/wealth-management/products-services/global-family-private-investment-offices/technology-solutions
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1 day ago · By leveraging the best of Northern Trust’s institutional and private client technology capabilities via a single integrated technology platform, we offer powerful end-to-end technology and reporting solutions designed for and by family offices.
May 8, 2023 · With seamless support for both middle and back-office services using a single, real-time data set, our powerful Omnium® technology offers full transparency, while a flexible service model and deep expertise – buy side, sell side, accounting, regulation, and more – come together to support your Whole Office.
5 days ago · The Matrix Data Platform is the central pillar of a data-driven, digital-first operating model that can support your entire business. Our ecosystem of proprietary, vended, and partnered solutions helps meet the strategic, operational, and technological needs of our clients’ Whole Office.
Apr 29, 2019 · Northern Trust has been a leader in the use of blockchain in fund services and is undertaking an ambitious overhaul of its technology and operations infrastructure to match the innovations...
- Randy Bean
- NORTHERN TRUST AS YOUR FAMILY OFFICE ADVISOR AND PARTNER
- CLIENT-CENTRIC CULTURE
- HOLISTIC
- AUTOMATED
- SUPPORTED
- TRANSFORMING DATA INTO COMPREHENSIVE SOLUTIONS
- AGGREGATION SOLUTIONS FOR A SINGLE SOURCE OF DATA
- WEALTH PASSPORT
- TRANSACTIONS MADE EASY
- YOUR DATA: ANY TIME, ANY PLACE
- Our Clients Tell Us...
- PERFORMANCE REPORTING
- YOUR DATA: WHEN, WHERE, AND HOW YOU WANT IT
- INTEGRATED ACCOUNTING SOLUTIONS
- Partnership Accounting
- Goals & Objectives for BPRs Include:
- DEDICATED CLIENT SERVICE WRAPPER
On behalf of Northern Trust, I would like to thank you for your interest in our Global Family & Private Investment Ofices (GFO) group. We know that families and Family Ofices come in diferent shapes and sizes, and have unique attributes that require a distinct service model. Our clients’ complexity, investment horizon and need for advanced technolo...
Service, Expertise and Integrity are the core principles driving our service model and all of our business decisions. In working with GFO, you will have a partner that prioritizes your needs first. We firmly believe that doing what is right for our clients is the best way to grow our business. We feel very strongly that developing and nurturing per...
Aggregated Single Source of Data Security & Integrity of Your Data Partnership
Cash & Trade Transaction Tools Comprehensive User Report Library Family O ce Technology Accounting & General Ledger Dedicated Client Service Wrapper
Ad-Hoc Custom Reporting Easily Accessible Mobile Platform AGILE
We build technology and reporting solutions that create Operational Alpha and Operational Eficiency.
From experience, we understand that families oftentimes own a wide array of valuable assets. For this, we ofer a variety of data aggregation solutions so our clients can benefit from the ease of having a single source of data.
The comprehensive platform for your financial data needs. Wealth Passport is an online platform designed to meet the specialized, highly complex needs of ultra-high-net-worth families, their family ofices and their advisors. IMPROVE EFFICIENCY INCREASE FLEXIBILITY ENHANCE PRODUCTIVITY
Securely initiate and approve monetary transfers and trades from anywhere. Northern Trust’s cash movement, trade, and FX tools are designed to increase both operational eficiency and security for family ofices. EFFICIENT
Our fully-mobile platform allows to you to utilize Wealth Passport when you are on the go. Built for your convenience and ease of use, Wealth Passport allows you to perform transaction approvals, deposit checks to custody and banking accounts and view an account summary on a mobile device. If you already have Wealth Passport online credentials, ju...
“ Northern Trust's Mobile App allows me the freedom to be away from the ofice and approve transactions from my phone.” “ I can view all the pertinent details of a transaction right on my phone including attachments, allowing me to keep my schedule the way I want to.” “ Using biometrics, the Mobile App combines security with ease of use.”
Better data, better tools, better decision making. Northern Trust’s performance module provides flexible dashboards to analyze the performance of your portfolios. Powerful calculation engine providing global investment coverage and quality, independent data under-pinned by rigorous processes Flexible, intelligent user experience supported by a ded...
Powerful reporting and data visualization tools, available wherever and whenever you need them. Northern Trust’s Anchor Analytics platform harnesses cutting-edge technologies to help intuitively navigate, analyze and report on your data.
In working with families and family ofice clients, Northern Trust has observed firsthand the reasons for utilizing partnership structures and has developed solutions for the related challenges. To address the unique accounting and reporting needs that partnership structures bring, Northern Trust has partnered with SS&C to provide an integrated, te...
Fully automated income allocation and reallocation to partners Special allocations for including/excluding specific P&L by partner by either investment or general ledger account Capital activity contributions, distributions, unitary reallocations, allocations, automated deferred capital processing, input directly into Capital Activity portal Activi...
Identifying more eficient processes to work with clients and their vendors, including file feeds Reviewing our clients provider and advisor relationships, along with family ofice staf, to help maximize their resources and relationships Mitigating risk for both clients and their providers Determining where various tools and technologies can be ...
Every client relationship in our Global Family Ofice group has a dedicated Online Client Consultant, Relationship Team and Subject Matter Experts who will help you leverage our technology solutions. Bring it all together with personalized and reliable support for... Training Report generation Report customization Data aggregation Partnership Accou...
Northern Trust Asset Management technology insights & research.
CHICAGO — Northern Trust, a leading provider of wealth management services, has taken top honors in two categories from the Financial Times and PWM’s Wealth Tech Awards: Best Private Bank in the US for Digital Wealth Planning, and Best Digital Innovator of the Year in the US.
