A FULLY INTEGRATED PLATFORM TO TAKE CARE OF YOUR CLIENTS' TRUST ADMINISTRATION
Our Trusteeze Manager™ is a unique administration platform for trusts, aligning the legal, administrative, accounting and taxation interactions.
An opportunity to "white-label" the offering!
A well-planned and executed trust can protect your clients’ assets as well as grow and preserve your clients’ wealth in perpetuity. It’s all in the execution!!! This is exactly what Trusteeze is all about! We are the first all-in-one solution for complete trust creation, administration, and compliance! We provide a holistic solution to trust service providers to effectively service their clients.
Trusteeze demystifies trusts and reduces reliance on multiple administration and accounting systems that operate in isolation.
Our system is a unique, seamless, user-friendly, automated, real-time, online, integrated banking, administration, and accounting platform for trusts.
The system is purpose-built for South African trusts and will assist trust service providers to provide an effective holistic service to their clients.
CRM
- Process whereby leads are converted to active trusts
- On-boarding client with all relevant trust details
- Gathering and verification of documentation related to the trust
- Automatic population of relevant Master forms
- Communication with client
- Annual meetings and minutes
Trust Administration
- Complete digital trust administration and record keeping, including automatic resolutions
- Different user rights, block information from unauthorised users
- Tracking of outstanding administration and compliance
- Automatic accounting whilst doing the administration; all recurring transactions created automatically
- Financial statements created and tax returns submitted
