Business Integration Made Easy | Custodian - Millennium Trust Company

Business Integration Made Easy

Simple, Secure and Seamless

As technology continues to evolve, we remain focused on delivering the best experience to you and your clients. Working together, we can create a secure and seamless digital environment that you can customize. 

Integration Capabilities

We work with many institutions and have the expertise to customize how you integrate with us. Choose one or several options, that work best for you and your clients.

Application Program Interface (API)

Seamless and transparent digital interface with Millennium’s retirement and custody services, which enables you to increase transaction volumes, reduce processing times and control the user experience.

How to get startedRead fact sheet

Embedded Connectivity

Clients and prospects can discover new online investment platforms where they can discover, research and invest in an assortment of alternative investment options.

Read Fact Sheet

Portfolio Management Integration

Access to a consolidated view of your clients’ accounts. This customized integration solution allows you to track your clients’ investments held in custody at Millennium Trust.

Read Fact Sheet

Secure Transmission

Simple method to submit account holder data for an easy, efficient and effective open account process.

  • Client data is securely transported to us via SFTP
  • Protect data with 256-bit file encryption
  • Support large file transfers as well as bulk file transfers for batch process
Information Technology and Data Security
  • Application Program Interface (API)

    Application Program Interface (API)

    Seamless and transparent digital interface with Millennium’s retirement and custody services, which enables you to increase transaction volumes, reduce processing times and control the user experience.

    How to get startedRead fact sheet
  • Embedded Connectivity

    Embedded Connectivity

    Clients and prospects can discover new online investment platforms where they can discover, research and invest in an assortment of alternative investment options.

    Read Fact Sheet
  • Portfolio Management Integration

    Portfolio Management Integration

    Access to a consolidated view of your clients’ accounts. This customized integration solution allows you to track your clients’ investments held in custody at Millennium Trust.

    Read Fact Sheet
  • Secure Transmission

    Secure Transmission

    Simple method to submit account holder data for an easy, efficient and effective open account process.

    • Client data is securely transported to us via SFTP
    • Protect data with 256-bit file encryption
    • Support large file transfers as well as bulk file transfers for batch process
    Information Technology and Data Security
Client accessing portal on computer

Portals & Activity Dashboards

In addition to our integration capabilities, we offer several emerging portals and activity dashboards that provide a secure, online experience, making it easy to work with Millennium Trust. A few benefits of the portals and activity dashboards include:

  • Improved security
  • Expedited operational processes
  • Transactional Reporting
  • Position and Cash Balances
  • Templates for Frequent Requests

The Benefits

Control the Experience

Engage with clients your way. Trusted partners can connect with Millennium Trust’s custody and retirement services through multiple methods of integration, maintaining the client experience within their own enterprise.

Transparent Access

Trusted partners can provide online status updates and full transparency into investment and account process flows.

Improved Efficiency

Through automated, streamlined integration, administrative processes can be simplified to dramatically decrease the amount of time and manual effort—resulting in an increase of accuracy, security and productivity.