A truly Suite Solution you can trust
Our software solutions ensure no trust shortfalls occur and trust integrity is kept across all transactions. This means once a transaction is concluded and there are insufficient trust funds, you will be notified via a pop-up notice. Not only that, but if there is a trust shortfall, the transfer will automatically be reversed.
Our Accounting Suite also allows you to manage and account for multiple investments per client, as well as for interest on investments. Clever? Sure. Suite? Definitely.