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Subaccounting offers institutional investors a more efficient and personalized investment accounting and record-keeping experience.

WII has made a subaccounting service offering available through Ren—a 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.

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The Ren subaccounting platform is offered through a secure, online portal

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Designed to support the subaccount administration needs and nuances of faith-based, not-for-profit institutions

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Improve operational efficiency without increasing staff size

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Gain real-time access to your organization’s accounts, as well as each of your client and donor accounts (subaccounts)

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Subaccounts updated daily with performance and asset value information, allowing for better planned giving and portfolio control

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Generates custom account statements

If your organization is interested in learning more about the subaccounting solution made available through Ren, including pricing, please contact our Institutional Investment Services team at [email protected] or 847-866-4100.

Learn more about Ren and its subaccounting offering.

Download our fact sheet.