Constellation Trust Company has formed strategic alliances and partnerships with companies in the financial industry that offer cutting-edge technology and services. These relationships allow our firm to focus on providing custody solutions, and allow us to deliver the most innovative and cost-efficient solutions.

Orion Advisor Services, LLC ("Orion") is a complete operational service bureau for the Registered Investment Advisor, and provides the custody system and technology for Constellation clients. Orion was developed specifically for fee-based registered investment advisors as a back office outsource solution. Orion offers its private-labeled services in a cafeteria-style menu, allowing its fee-based advisor clients to pick and choose which functions to outsource.

Gemini Fund Services, LLC ("Gemini") provides the cash account recordkeeping, contribution, distribution, and settlement processing for Constellation clients. Gemini provides an impressive blend of cutting-edge technology, dedicated, experienced staff and superior customer service. The superior quality services provided by Gemini are unmatched in the industry, making Gemini the strategic partner of choice for both mature existing mutual funds, and new "start-up" mutual funds.

Convey Compliance Systems, Inc. is a Business Process solution provider, partnering with organizations nationwide to perform specific business functions which are not core to the organizations’ business. Leveraging functional and technical expertise Convey utilizes technology-enabled processes that raise service levels and lower project and compliance risk, all while controlling costs. Convey’s solutions incorporate information reporting functionality including web and print services. In addition, Convey provides customer-centric solutions in account management for health savings accounts, wealth management and retirement reporting administrators.