Corporate & Institutional
Working with an established and respected provider can play a big role in the success of your next deal. Receive customized financial reporting solutions developed and maintained by our team of dedicated accounting professionals.
Wouldn’t it be ideal to have flexible access to a trusted group of experienced financial professionals capable of helping you achieve your reporting goals—and in a cost-effective manner?
IN TODAY'S CHALLENGING ENVIRONMENT, STAFFING AND SKILL GAPS HAVE BECOME INCREASINGLY DIFFICULT. While reporting requirements for a company’s finance and accounting departments have increased, the consequences of failing to produce accurate and timely reporting, as well as holding in place the requisite internal controls, have never been more severe.
Wilmington Trust SP Services offers a wide range of customized accounting and financial reporting solutions designed to help you meet your objectives without incurring the costs associated with increasing your permanent headcount.
We can help you focus on what matters most
Wilmington Trust SP Services can provide you with cost-effective accounting and financial reporting solutions aimed at relieving you of certain day-to-day tasks, while allowing you to focus on advancing your firm’s success.
Financial statement preparation
Balance sheets and income statements are just the starting point. We realize that flexibility is the key to meeting your needs, which is why we will work with you to design and format reports that present and consolidate information in the manner that’s most useful for you.
Schedule and workpaper support
We’re ready to assist you in maintaining the adhoc schedules and documentation needed to support general ledger reporting as well as any other scheduling that you would like us to handle on your behalf.
Investment and portfolio accounting
Tracking and accounting for a portfolio of investments can be both a time consuming and arduous task. We have broad and deep experience built over many decades in working with both internal and external investment managers. We are also very experienced with creating customized investment reporting structures and methodologies, ones that will help you have the requisite information for whatever analysis you need to perform on your portfolio.
Project accounting reporting
We can provide a resource to manage and complete special reporting that you or the company’s governing documents may require. We are able to look at your company’s circumstances from an independent and unbiased perspective.
Customized general ledger accounting
We have the ability to utilize your existing chart of accounts, whether it’s four or 24 digits in length. In addition, we can maintain an independent sub-ledger with as much detail as needed, and also provide uploads to your main ledger system.
Flexible reporting schedules
We can assist you with your regular monthly and quarterly reporting. We can tailor our support to meet changing needs and alternative schedules
Account reconciliation and coordination
Reconciling bank and brokerage accounts is part and parcel of our process, but we also regularly reconcile loan balances and correspond with related subsidiaries and third parties in accordance with your related agreements.
Audit and liaison support
We recognize that you have myriad obligations and it is not likely the best use of your time to field routine questions and track down documentation for auditors. We can help by assuming this role for any financial aspect of your organization with which we are engaged.
Experience guides everything we do
Our team is comprised of dedicated professionals, all with specific industry expertise. And while our experience is invaluable, two additional key attributes raise the services we provide to a higher level—our responsiveness and best-fit solutions.
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Wilmington Trust is not authorized to and does not provide legal, accounting or tax advice. Services are provided by Wilmington Trust, N.A., Wilmington Trust Company, and M&T Bank
Services are available through our domestic and international affiliates. Not all services are available through every domestic and international affiliate or in all jurisdictions