Wealth Management Software Trust Accounting and Wealth Management Platform

TrustPortal®

TrustPortal® is an extremely flexible and easy to use solution for Trust and Wealth Management. It is currently being used by over 100 trust banks and asset managers to manage over $200 Bn in assets. With multiple cutting-edge tools integrated on a single platform, TrustPortal enables users to automate & streamline their business processes, thus delivering the highest productivity at optimal cost. It is in sync with the current requirements and incorporates the latest features in Advisor Solution, Client Portal, BI, CRM and Mobility.

TrustPortal has been developed over the years as a complete platform that addresses the entire lifecycle of wealth management. It has been designed based on an open architecture that facilitates easy integration with the ecosystem. It is a highly flexible and versatile system rendering its users with a high degree of operational and business efficiency.

Key Benefits

  • Comprehensive functionality covering Wealth Management Analytics, Client Onboarding, Portfolio Management and Trading, Administration, Core Accounting and Securities Processing, Account Review, Reporting & Statements, Business Intelligence and Client Internet Access integrated on a single platform
  • Consolidation of multiple business functions in a single platform thus lowering TCO and enhancing ROI
  • Scalable and modular architecture built using latest technology tools to match complex business needs
  • Ability to create, analyze and optimize asset allocation models to better achieve clients’ goals
  • Robust accounting engine with comprehensive tax lot accounting capabilities along with support for a host of securities transactions and asset classes
  • User defined pre and post trade compliance rules ensuring compliance with regulatory requirements
  • Extensive reporting with over 200 canned reports capturing all aspects of business, customer data, operations and governance
  • Data Mining and Business Intelligence tools enabling incisive insights into the business landscape
  • Intuitive Client Portal providing detailed reports on Portfolio, Holdings, Transaction, Tax Lot etc. to end clients over the web

 

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