The FRT Advantage

Save Time

Save Time

Our full suite of solutions streamlines the full claims management process from monitoring, to filing, to recovery – so you can focus on your clients.
Maximize Recoveries

Maximize Recoveries

Never miss an opportunity with FRT’s accurate and comprehensive solution, covering recovery across securities, commodities, traded contracts and more.
Ensure Compliance

Ensure Compliance

With our robust controls and actionable insights designed to help you meet your fiduciary responsibilities.
Navigate Complex Litigations

Navigate Complex Litigations

Our in-house legal team is here to advise you in claims outside traditional class action litigation, even in the most complex jurisdictions.

Client Testimonials and Case Studies

CASE STUDY | Cambridge Trust
Cambridge Trust switched from third-party provider to FRT to strengthen their class action service program.
REPORT | The Outsourcing Imperative
Buy or build? Why leading custodians are outsourcing their class action services
REPORT | The Securities Class Action Intelligence Report
Trends, challenges, & opportunities to monitor in 2025
Caroline Butler
As securities class actions become more complex on a global level, our strategic alliance with FRT provides clients with automated solutions that are designed to quickly adapt as industry complexity grows.
Caroline Butler
Global Head of Custody, Tax, and Network Management
Director of Wealth Management Services
With FRT, we are more than just a client. We are a partner with an established provider who is helping us find more recovery opportunities than we did in the past.
Director of Wealth Management Services
Cambridge Trust
 Ronald C. Landry
The opportunity to work with FRT will provide clients with automated solutions and advanced analytics that are designed to adapt to growing industry complexity, all supported by streamlined coordination between FRT and CIBC Mellon.
Ronald C. Landry
Head of Product and Canadian EFT Services at CIBC Mellon

Meet the Team

One of FRT's core differentiators is our service model. With a +76 Net Promoter Score, our team puts customer satisfaction at the forefront of everything we do.

Kim Smith | Head of Business Development, Custody

With over 30 years of experience in the financial services industry, Kim has been a key contributor to FRT since joining the firm in 2012. As Head of Business Development, she leads new business development for the trust and custody sector and has extensive experience in transfer agent operations and fintech services. Prior to FRT, Kim held various business development roles at Thomson, CCBN and John Hancock Mutual Funds.

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Rob Rynd | VP, Global Head of Partnerships and Channel Alliances

As Head of Global Partnerships and Channel Alliances Rob is responsible for the development and execution of global partnerships, product marketing and commercial strategy. He has an extensive background in helping businesses and customers derive value from data, analytics and technology, providing insights and unleashing creative solutions to complex challenges for Financial Services, Corporate and Government Agencies. He has been with FRT since 2020 and before that has worked for Morgan Stanley, UBS, and Thomson Reuters.

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Bill Kidder | Chief Operating Officer

As Chief Operating Officer for Financial Recovery Technologies, Bill Kidder is responsible for global operations, client success, and product management. He joined FRT in 2020 from Brown Brothers Harriman & Co. where he was most recently the executive in charge of global project delivery for Investor Services. While at BBH, Bill also was responsible for globally distributed teams for client technology management, redesigning global business integration for new business, building a project management office, and driving strategic investment plans for Service Delivery functions worldwide. Bill graduated magna cum laude from Boston University and earned his MBA from Boston College.

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