Trust Accountant

Trust Accountant

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.

Top Trust Accountant Alternatives

1

TrustNet

Designed for adaptability, TrustNet serves as a powerful core system for trust and fund accounting.

2

InnoTrust

InnoTrust revolutionizes accounting and reporting for trust companies, banks, and retirement plan administrators by providing robust, web-enabled solutions.

3

Pacer

Pacer® is a sophisticated multi-currency portfolio management solution tailored for global investment managers handling substantial transaction volumes.

4

TotalTrust

This accounting software is tailored for attorneys, accountants, fiduciaries, and others serving estate, trust, and guardianship clients.

5

The Plaintiff

Designed specifically for plaintiff attorneys, this Trust Accounting Software streamlines financial management with customizable modules that allow users to purchase only the necessary features.

6

TNET BackOffice

TNET BackOffice offers robust partnership accounting through a unitized valuation method, adeptly managing nested partnerships and facilitating the consolidation of multiple broker accounts and assets.

7

ONESOURCE Trust Tax

It enables users to efficiently manage complex tax obligations, from initial data integration to electronic...

8

Trust Accountant Cloud

Tailored for trusts, estates, and guardianships, it provides customizable accounting reports and seamless access via...

9

MAUI

It offers customizable role-based dashboards for quick access to essential information, real-time account rebalancing through...

10

TrustBooks

By automating reconciliations and maintaining compliance with state bar requirements, it allows attorneys to focus...

11

AdvantageLaw

Originally developed by Silicon Valley experts, it has empowered hundreds of law firms, corporate, and...

12

Troika

Its features include automated transaction processing, configurable tax functions, and integrated probate management...

13

BuildTrust

With features like automatic bank feeds, tailored financial reports, and seamless collaboration with accounting firms...

14

Class Trust

It offers real-time investment tracking, streamlined corporate actions processing, and electronic tax lodgment, significantly reducing...

15

Quantios Core

It streamlines billing, practice accounting, and client interactions through a centralized cloud-based system, integrating seamlessly...

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