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.