Correspondent Services

 
 
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As a leading wealth management firm, we offer proactive expert advice and comprehensive capabilities including financial planning, investment management, private and business banking, trust and estate services, philanthropic advisory, online services and family office solutions.

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We provide asset administration and trust and fiduciary services to exceptionally wealthy families, their family offices and their foundations and endowments. We deliver high-touch personal service, underpinned by institutional-strength operational capabilities.
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We provide asset administration and trust and fiduciary services to exceptionally wealthy families, their family offices and their foundations and endowments. We deliver high-touch personal service, underpinned by institutional-strength operational capabilities.

Go to Wealth Management
We provide asset administration and trust and fiduciary services to exceptionally wealthy families, their family offices and their foundations and endowments. We deliver high-touch personal service, underpinned by institutional-strength operational capabilities.
Go to Wealth Management
 
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Institutional
Learn about asset management solutions including: global index management, active equity and fixed income, target retirement date funds, and manager of manager programs.
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Individual
Get answers to your investment challenges with asset management capabilities including alternatives, exchange traded funds, fixed income, mutual funds and tax-advantaged equity.
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Discover our asset management solutions and investment capabilities in index management, cash management and active equity and fixed income.  Learn more about our tailored expertise including benchmark customisation, responsible investing and investment programme oversight.
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Discover our asset management solutions and investment capabilities in index management, cash management and active equity and fixed income.  Learn more about our tailored expertise including benchmark customisation and investment programme oversight.
Go to Asset Management
Discover our asset management solutions and investment capabilities in index management, cash management and active equity and fixed income.  Learn more about our tailored expertise including benchmark customisation and investment programme oversight.
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Discover our asset management solutions and investment capabilities in index management, active equity and fixed income. Also learn more about our tailored expertise including benchmark customisation and responsible investing.
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Learn about asset management solutions incorporating equity and fixed income products that employ active, passive or quantitative investment approaches, manager of managers oversight programs including alternatives exposure, as well as transition management and securities lending services.
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Discover our asset management solutions and investment capabilities in index management, cash management and active equity and fixed income.  Learn more about our tailored expertise including benchmark customisation and investment programme oversight.
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Learn about asset servicing solutions including corporate banking, cross-border pooling, execution services, fund services for traditional and alternative funds, global custody, investment operations outsourcing, investment risk and performance analytical services, securities lending, transition management and treasury services.
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Learn about asset servicing solutions including cash management, cross-border pooling, fund services for traditional, alternative and exchange traded funds, foreign exchange, global custody, investment operations outsourcing, investment risk and performance analytical services, securities lending and transition management.
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Learn about asset servicing solutions including cash management, cross-border pooling, fund services for traditional, alternative and exchange traded funds, foreign exchange, global custody, investment operations outsourcing, investment risk and performance analytical services, securities lending and transition management.
Go to Asset Servicing
Learn about asset servicing solutions including cash management, cross-border pooling, fund services for traditional, alternative and exchange traded funds, foreign exchange, global custody, investment operations outsourcing, investment risk and performance analytical services, securities lending and transition management.
Go to Asset Servicing
Learn about asset servicing solutions including cross-border pooling, fund services for traditional and alternative funds, global custody, investment operations outsourcing, investment risk and performance analytical services, securities lending, transition management and treasury services.
Go to Asset Servicing
Learn more about asset servicing solutions including global custody, investment operations outsourcing, fund services for traditional and alternative funds, cross-border pooling, investment risk and performance analytical services, securities lending, transition management and treasury services.
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Correspondent Services

   
Grow your wealth management business with the resources of Northern TrustWhen you call on Northern Trust for help in running your bank trust department or independent trust company, we help you realize cost-effective management and operational efficiencies while providing flexible, responsive service.
 
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Our Correspondent Services Group supports more than 500 clients with a comprehensive selection of products to meet all your trust and banking needs.

TrustPortal
The TrustPortal streamlines your business by combining several industry proven core solutions into a single platform.

Trust Accounting
Trust and Investment management and accounting application providing on-line, real time access as a self-hosted option or a SAS70 hosted solution.

Investment Management
Your portfolio management, compliance and electronic execution application that is fully integrated within the TrustPortal.

Account Review
A fully automated account and investment review process that provides the tools necessary to analyze and display results in an electronic, paperless environment.

Reporting
A variety of reports available for internal review as well as client Internet access.

Depository Custody Services
Domestic and global custody services providing you trust expertise, from a trust expert

Northern Institutional Funds
Trust and investment management system that gives you onsite control, real-time and 24/7

FOCUS
Investment research service offering Northern Trust's nationally-recognized economic analysis and investment research as a key resource

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Janet Schultz
Our Expert
Janet Schultz
Vice President
» Get in Touch
Sales: 1-312-444-7581
 
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Janet Schultz
Janet Schultz
Vice President
 
Janet L. Schultz is a Vice President at The Northern Trust Company, Chicago.  As a Sales Representative, Janet is responsible for new business development for corporate retirement plans, Taft-Hartley plans and institutional clients. Janet develops sales strategies, forms solicitation teams, assesses competitive situations, and coordinates new business presentations.

Prior to her current role, Janet was a part of the Passport Consulting team, responsible for solving a broad range of complex issues for prospective and existing clients. Specifically, the Passport Consulting team provides technology-oriented solutions and support for clients using Northern Trust’s suite of Passport applications. The Passport Consulting team is a cohesive set of experts with in-depth experience in, not only Passport, but also transitions, daily valuation, reporting, technology, mutual funds, plan accounting and other areas.

Prior to joining the Passport Consulting team, Janet worked as a Benefit Payment Consultant in Benefit Payment Services where she assisted master trust and custody clients in automating their processes and communications with Northern Trust. In addition, she was responsible for communicating and implementing the conversion process for new clients. Janet also played a strong role in designing enhancements to the Northern Trust Benefit Payment Passport web application.

 
Phone number  Sales: 1-312-444-7581
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