WII has made a subaccounting service offering available through Stellar Technology Solutions, LLC (Stellar)—the leading provider of accounting administrative services for faith-based and other philanthropic organizations. Subaccounting seeks to help institutional investors with multiple underlying investment accounts more efficiently manage their underlying investments. See our full subaccounting announcement here.
|The Stellar iPhiTM (integrated philosophy) subaccounting platform is offered through a secure, online portal
|Designed to support the subaccount administration needs and nuances of faith-based, not-for-profit institutions
|Improve operational efficiency without increasing staff size
|Gain real-time access to your organization’s accounts, as well as each of your client and donor accounts (subaccounts)
|Subaccounts updated daily with performance and asset value information, allowing for better planned giving and portfolio control
|Generates custom account statements
If your organization is interested in learning more about the subaccounting solution made available through Stellar, including pricing, please contact our Institutional Investment Services team at [email protected] or 847-866-4100.
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P.S. For plan sponsors and plan participants, we have a new look for you too. Check out the Wespath Benefits and Investments website.