From client communication to compliance, scheduling to reporting, the daily challenges of trust administration can be daunting. The solution isn't about doing more faster, It's about working smarter, enhancing productivity and client satisfaction.

It's about using the power of technology to take your trust business to the next level.

INTUITIVE ADMINISTRATION

Quickly record and view all requirements and important information for each account.  Scan and save documents (wills, letters, etc.) for fast reference.

PAST DUE ITMES

Actions needing attnetion can be viewed or printed.  They may be sorted by administrator or for all accounts.

INTEGRATED REMINDERS/TICKLERS

Enter a reminder in once and it will appear on both the calendar and past due list.  Specify a single date, recurring frequency, a specific administrator, as well as broadcast memos.

COMPREHENSIVE CALENDAR

Easily track and access important and date-sensitive activities. Sort by day, month, year, date range, and administrator.

POWERFUL RELATIONSHIP MANAGEMENT

Maintain contact and related information at a master list and account level.  Code contacts for specific, user-defined purposes and mailings, (ie, Attorneys, Beneficiary, etc.)

STREAMLINED REPORTS

Quickly generate all account information required for a myriad of administrative and review requirements.  Sort by administrator, date, type, or whatever report combination you need.

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Enter a new age of trust administration...

For more information and a FREE PT Manager demo CD

Contact Compliance Systems today

Email: sales@CSItrust.com