To effectively and strategically guide generations forward into the 21st century, we believe in making a significant commitment to technology. At Pendleton Square we utilize the latest web-based technology platforms to perform customer relationship management (CRM), trust administration, accounting, and consolidated reporting.
We believe in placing an emphasis on technology and communication, we can spend more time on client relationships and less on back office matters. Our partnership with one of the leading financial systems providers helps us in our commitment to excellence in performing investment accounting, data aggregation, and providing timely reporting through an online client portal. Our technology infrastructure will allow us to build an efficient service model for clients, their advisors and families. It also ensures we maintain compliance and control over transactions and reporting, and drives our unique strategy of interfacing with multiple advisors and custodians.