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FIS Wealth Management Solutions
FIS Wealth Management Solutions provides TrustDesk® - an online, realtime trust accounting system which includes Portfolio Online™. Portfolio Online provides clients with 24/7 access to their accounts and gives them the ability to initiate trades, view holdings, transactions and statements and download account data in generic or Quicken® Money formats.
FIS delivers banking and payment technologies to financial services firms and a variety of businesses worldwide. Its products and services drive account processing for deposit loan, loan and trust systems, image-based and conventional check processing, electronic funds transfer, consumer health care payments and electronic presentment and payment.
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Marshall & Ilsley Corporation
All transactions cleared through BNY ConvergEx Group are held as
custodian on behalf of Millennium Trust by
Marshall & Ilsley Bank.
Marshall & Ilsley Corp. (NYSE: MI) is a diversified financial
services corporation headquartered in Milwaukee, Wis. Founded in
1847, M&I has the largest banking presence in Wisconsin, with 197
offices throughout the state. In addition, M&I has 36 locations in
Arizona; 12 offices in metropolitan Minneapolis-St. Paul, MN; and
locations in Duluth, MN, Las Vegas, NV, and Naples and Bonita
Springs, FL. M&I's Southwest Bank affiliate has seven offices in the
St. Louis, MO area and one office in Belleville, IL. M&I's
client-oriented approach, organic growth and strategic acquisitions
have made it a nationally recognized leader in the financial
services industry. |
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Cole Taylor Bank
Through a relationship with
Cole Taylor Bank, Millennium Trust offers an FDIC money market
account as a short-term sweep vehicle to our clients. Cole Taylor
Bank, a subsidiary of Taylor Capital Group Inc. (NASDAQ: TAYC), is a
dedicated business bank. The company operates 11 banking-center
locations throughout the Chicago area, and provides a full
complement of financial services to businesses and the people who
own and manage them. Cole Taylor Bank is a member of the FDIC and an
Equal Housing Lender. |
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Flexible Benefit Service Corporation
Founded in 1988,
Flexible Benefit Service Corporation provides brokers, employers
and individuals with affordable insurance plan designs and
consumer-driven alternatives. It is dedicated to containing rising
healthcare costs and promoting plans that offer premium relief. It
takes a defined-contribution approach to health insurance, and
represents carriers committed to that strategy. With leading-edge
online technology and exceptional carrier relationships, Flex is an
innovation and service leader in the healthcare industry. |
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The Keane Organization
The Keane Organization provides missing participant search
services for our Automatic Rollover Solutions.
Keane Retirement Services help plan sponsors, third party
administrators, and record keepers stay compliant with ERISA and
Department of Labor guidelines while navigating challenges such as
communicating with missing participants, managing terminated or
abandoned plans, and implementing cost reduction strategies for
ongoing plans. As a firm, the Keane Organization also provides
compliance and risk management solutions that help companies
mitigate regulatory, operational and financial threats across the
enterprise. |
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