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