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.
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.
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.
Questions? Watch our video "Increase Access to Investments with the Millennium Trust API".
Learn more by viewing our fact sheets. If you are interested in integrating with us, please complete and submit the Request Integration Information form below.
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:
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.
Trusted partners can provide online status updates and full transparency into investment and account process flows.
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.
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