TRUSTED  |  INDEPENDENT  |  FOCUSED

The Leader in Trust Operations

WHO WE ARE

For more than 28 years TMN has proudly served as a trusted partner to a nationwide network of trust organizations who have come to view our team as extension of their core business.

We are a truly independent trust operations partner that combines deep technical knowledge with a service first culture to provide our clients with peace-of-mind that comes knowing that their back office is in the hands of experts who understand their unique needs and care about their success.

At Trust Management Network, we believe that trust organizations deserve the best.  Our singular focus is providing outstanding trust operations, and as your outsourcing provider, we are dedicated to being a partner you can trust.

Trust Management Network

WHAT WE DO

Trust Management Network acts as an extension of your trust business, working closely with your team to seamlessly manage your back-office operations. From daily postings and reconciliations to securities processing, shadow posting, disbursements, and more, TMN is your full-service trust operations partner.

CLIENT SERVICES ADMINISTRATION

  • Daily Report Review
  • Daily Settlement
  • System / Account Maintenance
  • Account Opening
  • Quality Control / Issue Resolution
  • Fee Schedule Maintenance & Processing
  • Workflow / Process Management

Securities Processing

  • Safekeeping and Custody
  • Asset Setup and Maintenance
  • Trade Execution, Settlement, and Transfers
  • Corporate Actions
  • Income Processing / Collection

Cash Processing

  • ACH / Wire Execution
  • Check Printing / Mailing
  • ACMS / Intraday Sweep

Shadow Processing

  • Custodial Aggregation Services
  • Broker Interface Setup & Maintenance
  • Asset and Transaction Code Mapping
  • Manual Shadow Posting

Daily Reconciliation

  • Cash
  • Outstanding Checks
  • Custodian Positions

And More!

  • Training & Development Programs
  • Monthly Audit Package
  • Special Projects
  • Annual SSAE 18
  • Service Level Agreements
  • Business Continuity / Disaster Recovery
  • Vendor Management Assistance
  • Common Trust Fund Accounting
  • Digital Account Onboarding

HOW WE ARE DIFFERENT

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Truly Independent

We are not owned by a trust company, a bank, or a trust technology company – so we don’t compete with your organization or have a focus somewhere other than operations. Because of our independence, we have the freedom to truly customize a solution that best fits your needs. From our multiple trust technology platform partners to different servicing models for you to choose from, TMN empowers you to truly tailor a solution that fits your strategy.

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Trusted Partner

For more than 25 years, TMN has proudly served as a trusted partner to a nationwide network of trust organizations seeking to grow their trust business, provide differentiating value to their trust customers, and effectively manage their trust organization. Our clients are the center of our business model and they choose us because they trust us to do the right thing and act in their best interest at all times without exception. From our first contact with a prospect to our final contact with a departing client, we are dedicated to aligning you with the best available resources and support in the industry to help your organization be the best it can be.

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Focused on Results

We understand that any viable outsourcing solution must be able to deliver bottom-line results. We also realize that no amount of cost savings is worth the loss of a single key customer due to poor service. For this reason, we believe that most outsourcing solutions fall short of expectations because they are focused on providing their service at the lowest possible cost.

Our goal is different . . . To provide differentiating value to those trust organizations who understand that trust operations provide the foundation for long-term growth as well as the time and cost required to build and support the back office they know they need.

CLIENT TESTIMONIALS

Wondering what it's like to work with TMN? Read what our clients are saying:

*Testimonials taken from 2021 Client Feedback Survey