Small Account

OBSFS has an attractive alternative for Institutions that have accumulated a large number of time–consuming and costly small trust accounts. The solution leverages portfolios that are based in Modern Portfolio Theory and adhere to Prudent Investor Rules. It provides Institutions with:

Customization to fit the Institution’s needs

A cost effective process to administer these accounts

The option to interface with your existing trust accounting
         system or be processed seperately

Technology for reporting, compliance and sales tools