MAUI
MAUI is an intuitive trust accounting platform designed to enhance efficiency for trust professionals. It offers customizable role-based dashboards for quick access to essential information, real-time account rebalancing through its Investment Manager module, and a seamless proposal generator. Clients benefit from a dedicated portal for easy access to their financial data.
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Top MAUI Features
- Real-time processing capabilities
- Role-based customizable dashboards
- Interactive proposal generator
- Comprehensive account reviews
- Flexible account rebalancing
- Advanced portfolio management tools
- Dedicated mobile app access
- Secure document management system
- Scalable module add-ons
- Customizable client portal
- Unparalleled online reporting
- Easy exception tracking
- Web-based account review application
- Robust investment options trading
- Individual and household reporting
- Intuitive design for trust professionals
- Cloud hosting options available
- Continuous user feedback integration
- Cost-effective statement downloads
