Trust Sourcing Solutions LLC

Trust Sourcing Solutions LLC is a Kansas-based back-office outsourcing company built specifically for wealth management and financial services firms. Rather than handing clients a generic package, the company acts as a single point of entry, connecting businesses to the services, vendors, and tools that match their specific operational needs. The result is a configurable processing solution, not an off-the-shelf product forced to fit problems it was never designed to solve. The core of what Trust Sourcing Solutions delivers is financial back-office processing at real depth. Administrative and account services include online real-time processing, data retrieval through dashboards or custom reports, client account access via the internet, and multiple statement designs with both printing and fulfillment as well as online delivery. On the tax side, the team handles 1099 and 5498 reporting with optional electronic filing, monthly tax reviews, and available tax interfaces. Compliance support covers OFAC, annual SSAE18 audits, investment compliance under Regulation 9, 13F reporting, and audit assistance. Clients also have access to customized workflow processing, data upload and extract capabilities, merger and acquisition services, and shadow accounting through the SDA interface. The clients who benefit most from this model are wealth management firms, registered investment advisers, trust companies, and financial services organizations that need reliable, standards-driven back-office support without building out the internal infrastructure to do it themselves. Trust Sourcing Solutions is structured for businesses that have defined, specific needs and want a provider that will build a solution around those needs, not the other way around. Headquartered in Overland Park, Kansas, the company serves clients from coast to coast. Being geographically centered means the team can reach any client efficiently, and they back that up with a commitment to consistent, direct communication. They monitor regulatory developments and their operational impact, reinvest in process improvements based on client feedback, and recruit and retain skilled staff so clients have access to timely information and fast decisions. This is not a hands-off outsourcing arrangement; it is an active service relationship. If your firm is looking for a back-office BPO company in the USA with focused financial services expertise and a model built around your specific requirements, Trust Sourcing Solutions is worth a conversation. Visit trustops.com to outline your needs and start the discussion.