TRUST MANAGEMENT ON A SINGLE PLATFORM
Adhoc Reporting
Customized Reporting
The TrustPortal’s advanced custom reporting allows your employees, sophisticated clients and authorized third parties to create and save custom queries, apply filters, set grouping, and apply sorts all from an easy to use interface.
Report Viewing
The TrustPortal displays the custom reports in an easy to read tabular formatted report. All reports can be downloaded in Word, Excel and a Text format.
Database Security
The TrustPortal allows reliable and secure access to account information. Users may be given access only to certain accounts, or even to certain information inside those accounts
|
Move your mouse over the image below for a Closer Look!
Click for More Information
TrustPortal Sales
Jim Chalker
jchalker@fi-tek.com
615.221.7103
|
About Our Company
Solutions We Offer
Contact Us
