TRUST MANAGEMENT ON A SINGLE PLATFORM
Client Reporting
Preformatted, Easy to Read Reports
The TrustPortal contains preformatted, easy to read reports that are displayed in graphical and tabular formats so your clients can check their daily activity quickly and easily securely online. Reports include Portfolio Summary, Investment Holdings, Transactions, Taxlots and Pending Trades. Your clients can easily download reports Word, Excel, and Text.
Account Consolidation
The TrustPortal allows clients with multiple accounts to create account groupings. This allows clients to easily view the account grouping totals in each of the preformatted reports.
Statement Distribution
The TrustPortal allows you to provide your clients with electronic statements, saving you time and money over manually printing and mailing paper statements.
Document Distribution
In addition to easily distributing statements electronically to your clients, documents generated outside of the TrustPortal, such as Marketing Newsletters or client specific documents, can be uploaded and distributed to clients.
Customized Web Presence
The TrustPortal’s client reporting front end is customized with your corporate color scheme and logo, and can be access from your website.
Historical Information
The TrustPortal’s client reporting gives your clients access to current as well as historic Account information.
SAS-70 Hosted
The TrustPortal’s client reporting has the security of not allowing your clients access to your production database. A daily set of files will be sent to a state of the art, high security, SAS 70 compliant hosting facility with monitored security and encryption on all web traffic to and from the server
Security
The TrustPortal’s client reporting allows your clients and authorized 3rd parties to only view the account information for which they are given permission. All logins are protected by user/password requirements and Strong Authentication provided by an Industry Leading Provider.
Audit Trail
The TrustPortal s client reporting keeps an audit trail of all system activity. This allows you to know when your clients are logging in and what they are looking at when they are online, or when unauthorized login attempts are made.
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TrustPortal Sales
Kevin Fisher
kfisher@fi-tek.com
732.632.8194
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