| It’s more than trust accounting. It’s also – a wealth
management tool for trust and investment management
|
Kelley Rating (one asterisk = lowest, five asterisks =
highest):
- Ease of navigation, design of interface and learning curve ****
- Instructional documentation and help system ***
- Carries out the goal of the product as advertised ****
- Overall usefulness ****
TrustPortal
(from Northern Trust Correspondent Services) is designed to serve trust
departments, wealth management providers, planned giving offices and
family offices. It combines accounting, reporting and investment
management into an integrated web-based platform. TrustPortal
also provides comprehensive wealth management tools for banks and other
wealth advisors and is not tied to the size or type of organization. As
a web-based facility, it provides paperless storage of data and reports.
TrustPortal automates fee processing and cash management,
including scheduling receipts and disbursements, and includes single-
and multi-ledger cash accounting. It also performs client relationship
management functions. TrustPortal includes task management,
import of data from third parties and automation of trades and sweeps.
This facility integrates trading and portfolio management with back
office operations and administration. Compliance rules can be set and
automatically monitored. The user may develop the ability to trade
through TrustPortal for self-directed clients.
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