ÌìÃÀ´«Ã½ ETF Servicing Solutions
ÌìÃÀ´«Ã½ delivers fully integrated ETF servicing, from series trust to trading and distribution, with 30+ years of proven expertise.
ETF Innovation Starts Here. Comprehensive Servicing Since 1993.
With 30+ years of leadership, ÌìÃÀ´«Ã½ powers first-time issuers and industry leaders with innovative, scalable ETF servicing supporting you at every step of the journey.
Whitepaper
Navigating the Blind Spots for New Issuers in a Growing ETF Market
Explore the ETF ecosystem—from capital markets to marketing strategy—to avoid common pitfalls and build a sustainable fund.
Whitepaper
Investments & Wealth Monitor Rise of the ETFs
This whitepaper, in partnership with Investments & Wealth Institute, takes a deep dive into what makes ETFs so appealing.
Whitepaper
Don’t Wait for ETFs as a Share Class to Be Settled: Launch Your ETF Now
Learn why waiting for ETF share class approval may delay growth. Discover why launching your ETF now can give you a competitive advantage.
ETFs supported
ETF assets distributed
Creation/redemption orders annually
Years of trusted service
How We Support You
You're launching your first ETF
First-Time ETF Issuer? We’ll Guide You from Concept to Launch.
Bringing your first ETF to market can feel overwhelming. ÌìÃÀ´«Ã½ simplifies the process with expert regulatory guidance, turnkey onboarding and seamless access to our established series trust platform. From fund structuring to brand development and go-to-market (GTM) planning, we’re with you at every step.
You're converting mutual funds or SMAs into ETFs.
Transition with Confidence. Convert Your Mutual Fund or SMA into an ETF.
Whether you're modernizing your investment offerings or enhancing tax efficiency, ÌìÃÀ´«Ã½ makes the conversion process smooth and compliant. Our experts provide the legal structuring, fund accounting continuity, and regulatory support you need for a seamless transition—without disruption to your investors.
You're scaling an existing ETF business.
Scale with Strength. Expand Your ETF Platform with Confidence.
As your ETF business grows, you need a partner that scales with you. ÌìÃÀ´«Ã½ delivers flexible infrastructure, advanced portfolio management tools and unrivaled distribution reach – so you can expand product offerings, enter new markets and optimize operational performance without constraints.
Want to learn more about how we can help?
Talk to UsEverything You Need - All Under One Roof
ÌìÃÀ´«Ã½ delivers fully integrated ETF servicing – streamlining everything from launch to scale under one roof. Our comprehensive offering simplifies fund operations with in-house fund admin, tax, legal, trading, and compliance services, while enhancing visibility through deep capital markets access, expansive distribution, and creative go-to-market support. Whether you're launching your first ETF or expanding your lineup, ÌìÃÀ´«Ã½ provides the infrastructure and expertise to reduce complexity and drive growth.
Series Trust Management
Access to ÌìÃÀ´«Ã½ trusts or support for proprietary board structures.
Learn MoreTax Services
Tax reporting, compliance and planning.
Portfolio Management & Trading
Order management, daily cash management, foreign trading and tax efficiency.
Learn MoreCapital Markets
AP/MM relationships, trading execution, CUSIP setup and liquidity support.
Creative Services
Branding, design, website, video and marketing collateral.
Your ETF Journey, Simplified
Launch
Series trust, onboarding and regulatory readiness.
Operate
Fund administration, net-asset value (NAVs) and tax & compliance.
Trade
Order management, execution and capital markets.
Distribute
$1.2T distributed and global reach.
Scale
Strategic support, branding and expansion.
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