Essential information for estate planners, trust companies, family offices, foundations, 501(c)(3) organizations, or advisors shopping for trust accounting software.
Free download - no risk or obligation
The 2019 Trust Technology Buyers Guide compares in detail the provisions of today's leading companies in the field.
You'll see their number of clients, target clients size, and price. PLUS, the key system features that will influence your choice:
- Portfolio performance
- STP trading
- Their trust systems
- Their capabilities
- Their technologies
- Custodians supported
- Timeframe for installation
- ... And more!
Download your complimentary copy today!