Trust Management

Trust Beyond Boundaries: Your assurance in the digital era

Developed by: AorBorC Technologies
  ( 0 )

This extension provides information and instructions on how to manage the various aspects of a trust, including donations, admission for elderly people, employee details, payroll, routine checkups for the elderly, and in-kind donations.

Key Features:

  • Account management: Facilitating the creation, tracking, and management of trust accounts, including details of assets, beneficiaries, trustees, and associated documentation
  • Investment management: Providing tools for managing trust investments, monitoring performance, and making informed investment decisions to achieve the trust's financial objectives
  • Compliance and reporting: Ensuring compliance with legal and regulatory requirements governing trusts, generating reports, and maintaining records for audits and legal purposes
  • Document management: Centralizing and organizing trust-related documents, such as trust agreements, beneficiary information, tax documents, and correspondence, for easy access and retrieval

Tags

Published date Apr 17, 2024
Version 1.0
Category Customer Service
Pricing Free
Vendor Website

Compatible Editions

  • Standard
  • Professional
  • Enterprise

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