Trust Operations is responsible for the transaction, execution and servicing of all assets held by the Amalgamated Bank on behalf of its clients. Our technology permits state of the art processing administered by a staff that is knowledgeable, experienced and service-oriented.
- Straight-through processing applications utilized in the trade instruction, notification and completion processes
- Contractual Settlement facility applied in United States markets and most markets globally
- Dedicated administrative support to ensure trade completion and resolution of issues
- Access to wide international securities network
- Flexible lending program along with active trading of portfolio
- Competitive market investment returns
- Asset servicing transparent to client
- Daily reconciliation of assets
- Operating controls to monitor activity
- Clients provided with automatic credit on payable dates in most major markets; these funds are available for immediate investment
- Automatic currency conversions available
- Clients provided with automatic credit on payable dates in most major markets; these funds are available for immediate investment
- Automatic currency conversions available
- Daily vendor feeds support the client notification process
- Information to eligible participants is disseminated promptly
- Courtesy follow-up to ensure client response
- Timely execution and entitlement allocation
- Vendor and other sources of class action information
- Prompt notification of class information and client eligibility to participate
- Optional filing service
- Electronic notification of meetings, agendas and voting provided in most major markets
- Active promotion of issues of interest to clients
- Daily cash sweeps afford client maximization on funds utilization
- A wide array of internal and external funds available for investment
- Linkage between investment and banking accounts
- Daily accruals on invested funds
- Timely and accurate application of pricing and factor information to support correct valuations
- Special asset pricing of information not supported by industry vendors
- Identification and resolution of exceptions prior to issuance of reports
- Flexibility to provide reporting on different frequencies
- On-line capabilities to provide information through the internet or workstation
- Issuance of information to support government reporting
- Availability of historical data
- Timely provision of reporting immediately after the period ends
