Benefits of a Partnership

Automate Data

Automate the complex, multi-source class action data on behalf of your clients

Governance

Enhance your clients existing governance, controls and protocols

Class Action Expertise

Continuously expanding and enhancing our technology, platform, and services to stay ahead of the evolving priorities and needs of our clients

Strengthen Client Relationships

Integrate a complimentary service to support your clients’ strategic goals

Our Partners

From custodian banks and fund administrators to platform providers and portfolio analytics systems – tap into our global resources and capabilities. Below is a subset of the firms FRT partners with today.
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
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 ETF Services
Jay Martin
U.S. Bank prioritizes digital automation to drive efficiency for our clients and our teams, so we’re thrilled to work with a specialist that places technology at the center of their offering. We're bringing together two companies with world-class expertise, innovative digital solutions and an unparalleled commitment to client service excellence.
Jay Martin
President, U.S. Bank Investment Services
Mike Cotter
One of our core differentiators is our service model which we measure annually. We are proud to have a net promoter score that is nearly twice the industry average for banking/financial services.
Mike Cotter
President of FRT

Our Associations

We are proud to be a member of a number of industry associations. Below is a subset of the associations FRT belongs to today.