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Trust Operations Outsourcing

Many Trust Departments are having difficulty finding, training, and retaining qualified trust operations personnel; if your department is in this situation then we have a solution for you.

The Revzon Consulting Group offers a unique type of Trust Operations Outsourcing.  We use your system, your cut off times, your vendors, your forms, and your reports.

This means that when you chose to use Revzon Consulting Group outsourcing there is no conversion, no changes for clients, and very little change for staff.

Most outsourcing firms take control of Trust Operations, forcing you to move to their systems, their vendors, and their rules.  This makes it easier for them but not for you and your clients.

We at Revzon Consulting Group feel that switching to an outsourced environment should be transparent to your clients, painless to your staff, and cost effective to your Bank or Trust Company.

Another unique feature of our outsourcing service is that you can "pick and chose" which functions you want to outsource.  Unlike other firms where it is all or nothing we feel you should have the option of selecting which services are run in-house and which ones are outsourced.

Consider using our outsourcing services for peak work periods or disaster recovery. With a flexible, low cost monthly retainer we'll be ready to provide you and your clients with uninterrupted service.

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What We Offer
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Advisors Institutional Services
  > Who RCG / Advisors services
    - Wealth Managers
    - Broker / Dealers
    - Pension Service Providers or TPAs
    - Law Firms
    - Mutual Fund Companies
   
  > Why Wealthy Clients Need a Trust    
  > Benefits
  > Services

TPA & Recordkeeping Services
   > Overview
   > 401(k), Profit Sharing, & Other
     Defined Contribution Plans
   > Solo 401(k), Keogh Plans
   > Private Label services

Project Management Services
   > Overview
   > 2-Day Workflow Assessment
   > Policies & Procedures
   > System Conversions
   > Vendor Searches
   > Merger/Reorganization Assistance
 
Trust Outsourced Services
   > Administration
   > Operations
   > Compliance
   > Customized

Other Services
   > Collective Funds
   > Compliance
   > Audit
   > Merger due-diligence
   > Personnel assessment

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