Private Trust & Estate Companies Managed Trust Companies Public Trust & Estate Companies Single Family Offices Multi-Family Offices
Pipeline and prospect Management
Trust / Foundation / Estate Administration
Personal Client Administration
Company Secretarial and Administration
Document Production & Management
Compliance Due Diligence / Anti-Money Laundering
Risk Management
Multi-Portolio Investment and Asset Administration
Investment Objectives and Client Profiling
Investment Performance Reviews
Private Equity Commitments, Calls & Distributions
Fund Dealing, Registration & Valuations
Employee Benefit Trust Administration
Client and/or Fund Accounting
Investment, Asset & Portfolio Accounting
Treasury Accounting / Client Monies
Time Recording
Multi-Matter Fees & Billing Management
Practice Management & Accounting
Integral Workflow & Business Rules Engine
Payments and Transaction Monitoring
Embedded Business Intelligence & Key Performance Indicators
User Interface - customisable to your needs
Integration with MS Office & Office 365
Integrated End-Client Portal
Available on multiple devices, Desktop, Laptop, Tablet and Phone

Available if required

Please click here to download our Features Matrix

Australia • Bahamas • Bermuda • Cayman • Cyprus • Gibraltar • Guernsey • Hong Kong • Ireland • Isle of Man • Japan • Jersey • Liechtenstein • Luxembourg • Malaysia • Malta • Mauritius • Monaco • Netherlands • New Zealand • Papua New Guinea • Singapore • South Africa • Switzerland • United Kingdom