Trust Accountant
Trust Accountant Cloud™ streamlines trust, estate, guardianship, and investment portfolio accounting with its intuitive, real-time fiduciary software. It offers customiza... Trust Accountant Cloud™ streamlines trust, estate, guardianship, and investment portfolio accounting with its intuitive, real-time fiduciary software. It offers customizable reporting, cash sweep features, dual authentication, and encrypted sessions. Designed for growth, it supports unlimited accounts and assets, making it a cost-effective choice for professionals nationwide.
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Company Information
- Company: Delta Data
- Country: United States
Top Trust Accountant Features
- Customizable court and management reports
- Real-time fiduciary accounting
- Comprehensive investment portfolio tracking
- User-friendly interface design
- Cloud-based access without installation
- Unlimited accounts and contacts
- Online help and ticketing system
- Fast and responsive customer support
- Dual authentication for security
- Encrypted session protection
- Cash sweep functionality
- Pooled fund accounting capability
- Accrual accounting options
- Income tax reporting features
- Asset gain and loss reporting
- Security pricing integration
- Cost-effective pricing model
- Live demo scheduling
- Continuous software upgrades
- Flexible subscription options
