TNET FrontOffice
TNET FrontOffice offers a tailored solution for trust professionals, streamlining client interactions and enhancing business relationships. Its customizable workflows efficiently manage client operations, from onboarding to compliance. With robust CRM capabilities, it aids in client retention and drives growth, while automating accounting tasks like bank reconciliation and statement preparation.
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Top TNET FrontOffice Features
- Customizable trust management workflows
- Integrated pooled fund accounting
- Client relationship analysis tools
- Automated compliance tracking
- Multi-family office support
- Individual account custody management
- Bank reconciliation automation
- Client statement generation
- Workflow for fee approvals
- Sales management dashboard
- Referral tracking system
- Custom incentive plan tools
- Risk management execution workflows
- Full client onboarding process
- Client retention optimization features
- Service tool integration
- Performance analytics for COIs
- Document management capabilities
- Real-time data reporting
- Seamless communication channels.
