Large wealthy families with multiple money managers are increasingly spreading assets across multiple custodians. Trustees need to have a consolidated view of these assets within their trust accounting platform in order to handle daily processing and create efficient trust and estate administration support services.
How it Works.
We automate the electronic gathering and normalization of your account-level data from any custodian and translate it into the format suited for the needs of your specific trust accounting platform. Our product is already integrated with leading trust accounting systems giving you the flexibility to select the best technology solution for your business, both now and in the future:
How it is Used.
By wealth managers at an RIA / CPA / family office / law firm
By trust department managers
By your trust outsourcer