Pacer es un sistema de gestión de carteras y contabilidad diseñado para administrar carteras globales diversificadas y satisfacer las necesidades exclusivas de administración y contabilidad de todas las corrientes comerciales, desde administración institucional y de pensiones, hasta cuentas administradas por separado, carteras de clientes privados, fondos mutuos y fideicomisos comunes de inversión.

Navigator is an integrated general ledger and portfolio management software used by Family Offices, CPA firms, Trusts and Estates, Investment firms and other financial professionals.

Native Sage 300 ERP module focused on the needs of professional service firms such accounting, law, and real estate agencies.

IOLTA Trust accounting software is an easy and safe cloud based solution.

Troika es el software de gestión de la riqueza esencial para oficinas de familia, profesionales de clientes privados y fiduciarias offshore. Troika agilizará tus procesos ahorrando tiempo y dinero, reduciendo la duplicación de datos y automatizando completamente la producción de las cuentas fiduciarias. Troika puede vincularse al software de impuestos existente y fuentes de datos y puede importarse a Microsoft Office para informes fácilmente personalizables. Troika también reducirá el riesgo de cumplimiento y te ayudará con la creación de informes FATCA. Obligaciones.

New insurance trust accounting logic that enables agencies to report insurance trust financial solvency. Solvency is reported for each policy, each carrier and total trust. Policy premium float is calculated so trust funds beneficiaries can be reported by carrier. Enabling carriers to verify premium funds available in each producing agencys trust account. Full compliance with fiduciary mandates guaranteed. Many financial benefits for carriers. Unique Trust Balance Sheet in P&C industry.

Web-based trust accounting platform that offers asset control and reporting for banks, trust companies, and others.

Automatiza las actividades cotidianas de admisión de clientes y gestión de casos. Concéntrate en el trabajo más valioso para tu empresa y tus clientes.

Class Super streamlines SMSF administration.Our cloud-based SMSF accounting software enables fund administration and reporting.

For over 30 years, Denovo have been successfully assisting more than 500 law firms to use Legal Practice Management technology to run their businesses better. Working with law firms throughout the UK they have developed unique whole practice management software, combining Legal Case Management, Legal Accounts and Outsourced Cashroom. Built for modern law firms and developed with ease of use and functionality in mind, the fee earner has never been more informed.

Lexicon enables law firms of all sizes & practice areas to manage operating & trust accounts, including cash, credit or property, efficiently, accurately & securely for every client & matter. Manage multiple trusts per client or matter & set minimum retainer balances. Ensure you have a real-time view into transfers & deposits with a live trust transfer que, depositing funds daily at a time that works for you

wealthpilot is used for the digital management of assets. The aim is to increase AuM, optimize the acquisition of new customers, improve loyalty to existing customers, and increase consultant productivity. The associated app gives the user a detailed overview of the assets. Individual values can be aggregated or analyzed individually. Streamlined graphics facilitate understanding.

Comprehensive Trust Accounting and Wealth Management delivered through modern technology for an engaging user and client experience. With Cheetah™, every tool you need to manage wealth is at your fingertips in one place. We believe that's the easiest way for you to work, and we like to think that’s why over 250 clients love us.