Home > Services Custody, Cash Management, Escrow

Through longstanding relationships with leading commercial and trust banks, we provide our clients with a full suite of Custody, Cash Management and Escrow services. Cortland’s strong operational platform includes responsive service, premier technology and comprehensive risk management procedures to provide comfort to you and your investors.

Cortland is SSAE 18 / SOC I Type 2 certified and is a registered SWIFT member.

  • Custody Services

    To help you effectively manage your portfolio and ensure timely trade settlement, Cortland offers world-class custody solutions. Informed by our deep knowledge of industry, collateral types and governing documents, Cortland works closely with clients to provide tailored securities and document custody services. In addition, our clients can access their trade and position data anytime, anywhere with CorTrade, our new user-friendly, direct-to-desktop client portal.
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  • Cash Management

    We provide the flexibility to open one or several accounts, cash collateral management for several types of commercial lenders and investment funds, and customized commercial loan servicing and paying agent services for a range of asset classes.
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  • Commercial Real Estate Cash Management

    Our highly skilled team delivers commercial real estate cash management solutions with a level of service that demonstrates our commitment to your success. We understand your time is valuable – that’s why we dedicate our energy to ensure your business processes work seamlessly and administrative needs are met every step of the way.
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  • Private Fund Cash Management

    For private funds that require more sophisticated cash management solutions, Cortland offers the kind of detail-oriented service and flexibility needed to conduct business effectively and efficiently. Our seasoned team and strong partnerships with leading banks gives us the bandwidth to support all aspects of cash movement for hedge, real estate, private equity and other types of private investment funds.
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  • Loan Servicing and Paying Agent Services

    We provide commercial real estate loan services for individual borrowers, institutional investors, financial institutions, internationally recognized investment banks and other third-party investment groups. Thorough and effective, Cortland’s loan servicing and paying agent services are designed to simplify reporting, enhance your use of funds and improve daily banking operations. Our team of experts provides traditional loan and investor reporting services, including subordinate debt, B-notes, mezzanine loans and preferred equity investments.
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  • Escrow

    Cortland offers quick, efficient escrow service hallmarked by dedicated representatives that walk you through the process from beginning to end. If your process requires something more than one of our model escrow agreements, we would be happy to work with your standard agreements. At Cortland, we take a holistic view of every transaction, and can tailor the document to ensure the outcome is right for you.
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Custody, Cash Management, Escrow Contact Us

Please contact us if you have any questions about our Custody, Cash Management and Escrow related offerings.

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