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Our Alliances
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.
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 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. |
 Broadridge
Financial Solutions, Inc. offers proxy and prospectus fulfillment services to Clients
of Constellation Trust Company. Broadridge is committed to providing World Class
Service levels that exceed clients' requirements and expectations with solutions
that enable them to succeed in their businesses. Broadridge defines service broadly,
from initial contact with a prospect, to product quality, to anticipating client
needs and preferences, to over-all client satisfaction. It requires associates to
treat every interaction with a client as an opportunity to enhance that client's
perception of Broadridge. |
 United Western Bancorp
offers FDIC insured deposits to Clients of Constellation Trust Company. |
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