Pacer is portfolio management and accounting system designed to manage diversified global portfolios and meet the unique management and accounting needs of all business streams, from institutional and pension management, to separately managed accounts, private client portfolios, mutual funds and unit trusts.

Navigator is an integrated general ledger and portfolio management software used by Family Offices, CPA firms, Trusts and Estates, Investment firms and other financial professionals.

Native Sage 300 ERP module focused on the needs of professional service firms such accounting, law, and real estate agencies.

IOLTA Trust accounting software is an easy and safe cloud based solution.

Troika is the essential wealth management software for family offices, private client practitioners and offshore trusts companies. Troika will streamline your processes; saving time and money by reducing data duplication and fully automating the production of trust accounts. Troika can be linked to existing tax software and data feeds and can output to Microsoft Office for easily customisable reports. Troika will also reduce your compliance risk and assists with FATCA reporting obligations.

New insurance trust accounting logic that enables agencies to report insurance trust financial solvency. Solvency is reported for each policy, each carrier and total trust. Policy premium float is calculated so trust funds beneficiaries can be reported by carrier. Enabling carriers to verify premium funds available in each producing agencys trust account. Full compliance with fiduciary mandates guaranteed. Many financial benefits for carriers. Unique Trust Balance Sheet in P&C industry.

Web-based trust accounting platform that offers asset control and reporting for banks, trust companies, and others.

Automatize as atividades cotidianas de admissão e gestão de casos e passe a se concentrar no trabalho mais importante para a empresa e os clientes.

Class Super streamlines SMSF administration.Our cloud-based SMSF accounting software enables fund administration and reporting.

For over 30 years, Denovo have been successfully assisting more than 500 law firms to use Legal Practice Management technology to run their businesses better. Working with law firms throughout the UK they have developed unique whole practice management software, combining Legal Case Management, Legal Accounts and Outsourced Cashroom. Built for modern law firms and developed with ease of use and functionality in mind, the fee earner has never been more informed.

Lexicon enables law firms of all sizes & practice areas to manage operating & trust accounts, including cash, credit or property, efficiently, accurately & securely for every client & matter. Manage multiple trusts per client or matter & set minimum retainer balances. Ensure you have a real-time view into transfers & deposits with a live trust transfer que, depositing funds daily at a time that works for you

wealthpilot is used for the digital management of assets. The aim is to increase AuM, optimize the acquisition of new customers, improve loyalty to existing customers, and increase consultant productivity. The associated app gives the user a detailed overview of the assets. Individual values can be aggregated or analyzed individually. Streamlined graphics facilitate understanding.

Comprehensive Trust Accounting and Wealth Management delivered through modern technology for an engaging user and client experience. With Cheetah™, every tool you need to manage wealth is at your fingertips in one place. We believe that's the easiest way for you to work, and we like to think that’s why over 250 clients love us.