LeafHouse, GTC Partner on Proprietary CIT Platform
This week LeafHouse and Global Trust Company (GTC) announced a strategic partnership to modernize Collective Investment Trust (CIT) operations through the implementation of LeafHouse’s proprietary CIT Compass platform.
Through this collaboration, GTC will utilize LeafHouse’s CIT Compass™ platform, a cloud-native technology solution designed to streamline and transform how CITs are managed, documented, and executed across the full fund lifecycle.
“By combining data intelligence, document management, and collaborative workflows, CIT Compass provides a single source of truth for CIT operations,” said Freddie Jacobs, Jr., President & CEO of GTC. “This partnership enhances how we service our CITs and strengthens our ability to scale with precision.”
“Partnering with GTC is a natural fit. This is about making the entire ecosystem work better.”
LeafHouse’s Todd Kading
CIT Compass provides a secure, centralized hub for managing CIT documentation and workflows. The platform organizes participation agreements, implementation materials, and legal documents within a single system, featuring version control and real-time access for all stakeholders. It also integrates intelligent agreement assembly and multi-party e-signature capabilities, significantly reducing review cycles and accelerating implementation timelines.
“CITs continue to grow, but the infrastructure around them has not kept up. Too many processes are still fragmented, manual, and inefficient. CIT Compass solves this by delivering a centralized, transparent operating system for the entire CIT lifecycle,” said Todd Kading, President and CEO of LeafHouse. “One place for documents. One place for execution. Partnering with GTC is a natural fit. This is about making the entire ecosystem work better.”
In a press release, LeafHouse said the partnership represents a meaningful step forward for the CIT ecosystem, delivering the operational infrastructure that asset managers, plan sponsors, and recordkeepers need to move faster, with greater confidence and clarity.
Austin, Texas-based LeafHouse specializes in creating investment strategies for retirement plans through enterprise-grade technology, fiduciary services, co-manufactured investment vehicles, personalized managed accounts, and IRA and HSA solutions.
GTC is a non-depository trust company providing fiduciary and trustee services for some of the largest and most complex institutional asset managers and asset owners, currently managing over $100 billion in non-registered pooled vehicles including proprietary and non-proprietary collective investment trusts, LLCs, and group trusts supporting the needs of the ERISA and non-ERISA institutional investment community.
SEE ALSO:
• Target Date Fund Assets Surge to $4.8T as CITs Gain Market Share
• Get Moving or Become Obsolete: 2025 LeafHouse National Retirement Summit
Veteran financial services industry journalist Brian Anderson joined 401(k) Specialist as Managing Editor in January 2019. He has led editorial content for a variety of well-known properties including Insurance Forums, Life Insurance Selling, National Underwriter Life & Health, and Senior Market Advisor. He has always maintained a focus on providing readers with timely, useful information intended to help them build their business.