Pacer is portfolio management and accounting system designed to manage diversified global portfolios and meet the unique management and accounting needs of all business streams, from institutional and pension management, to separately managed accounts, private client portfolios, mutual funds and unit trusts.

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 ist die unentbehrliche Vermögensmanagement-Software für Familienbetriebe, Praktizierende mit Privatkunden und Offshore-Stiftungen. Troika wird deine Prozesse optimieren, durch Reduzieren der Datenduplizierung Zeit und Geld sparen und die Erstellung von Treuhandkonten vollständig automatisieren. Troika kann mit bestehender Steuer-Software und Daten-Feeds verbunden werden und ganz leicht an Microsoft Office anpassbare Berichte ausgeben. Troika wird auch die Risiken in Bezug auf Compliance reduzieren und hilft bei Berichten hinsichtlich der FATCA-Verpflichtungen.

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.

Automatisiere die alltäglichen Kundenaufnahme- und Fallmanagement-Aktivitäten und konzentriere dich auf die wertvollste Arbeit für dein Unternehmen und deine Kundschaft.

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 wird zum digitalen Management von Vermögen genutzt. Ziel ist eine Steigerung des AuM, eine optimierte Akquise von Neukunden, eine bessere Bindung zu Bestandskunden sowie eine Produktivitätssteigerung des Beraters. Mit der dazugehörigen App hat der Nutzer eine detaillierte Übersicht zu den Vermögenswerten. Einzelne Werte können sich darin aggregiert oder einzeln analysieren lassen. Zu einem besseren Verständnis tragen simplifizierte Grafiken bei.

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.