
Trust Accountant Cloud
بواسطة Delta Data, Inc.

Trust Accountant Cloud is a specialized fiduciary accounting platform designed to meet the complex financial management needs of trusts, estates, guardianships, and agency accounts. Built with a modern cloud-based interface, it offers real-time transaction tracking, customizable reporting, and secure access from any device. Key features include automated portfolio imports from financial institutions, dual authentication, encrypted sessions, and compliance with PCI/DSS standards. Users benefit from simplified input screens, dividend and interest mapping, cash sweep accruals, and robust general ledger capabilities. The system supports detailed customer statements, tax reporting, and asset gain/loss tracking, making it ideal for attorneys, accountants, and trust companies seeking accuracy, transparency, and regulatory compliance in their fiduciary operations.
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المميزات1
الفئات4.2
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