The service will ensure you can:
- Be confident in the institutions who hold your cash.
- Spend less time on administration of accounts.
- Achieve a consistently competitive return on your cash.
- Deal with a person, not a machine.
- Have the ability to keep track of return and obtain information for tax return purposes.
- Have access to view account information at any time, any place.
- Be confident you are fulfilling your responsibilities as an attorney/deputy.