Helping trust departments and wealth managers track all the assets in one place

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:

  • AccuTech AccuTrust
  • HWA International

How it is Used.
By wealth managers at an RIA / CPA / family office / law firm

  • To communicate more proactively with clients when a market fluctuation or life event occurs that requires a decision
  •  To make more effective recommendations based on a holistic view of the assets
  • To build stronger relationships with the clients served

By trust department managers

  • To provide a secure, consolidated record of assets, easing compliance burdens
  • To have a consolidated view of the assets to perform trust accounting tasks

By your trust outsourcer

  • To monitor each account for automated income collection, trade settlement, and scheduled payments
  • To provide daily transactional processing based upon instructions received from your designated representative