TrustQuay 5Series

Entity management, accounting & more for wealth managers
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Overview

Overview

Platforms Supported

Platforms Supported

Web Based Web Based
iPhone App iPhone App
Android App Android App
Windows App Windows App

Support Options

Support Options

Online Support Online Support
Phone Support Phone Support

Pricing

Pricing

Starting From

Starting From

N/A
Subscription Subscription

Reviews

Reviews

Overall rating Overall rating
Ease of use Ease of use
Value for money Value for money
Customer support Customer support

Features

Features

API API
Accounting Management Accounting Management
Ad hoc Reporting Ad hoc Reporting
Billing & Invoicing Billing & Invoicing
Client Portal Client Portal
Compliance Management Compliance Management
Configurable Workflow Configurable Workflow
Contact Management Contact Management
Customer Database Customer Database
Customizable Reporting Customizable Reporting
Dashboard Creation Dashboard Creation
Data Import Data Import
Data Import/Export Data Import/Export
Data Migration Data Migration
Data Storage Management Data Storage Management
Document Management Document Management
Document Storage Document Storage
Expense Claims Expense Claims
Expense Tracking Expense Tracking
General Ledger General Ledger
Graphical Workflow Editor Graphical Workflow Editor
Portfolio Management Portfolio Management
Process Control Process Control
Real Time Reporting Real Time Reporting
Secure Data Storage Secure Data Storage
Self Service Portal Self Service Portal
Task Management Task Management
Third Party Integration Third Party Integration
Time & Expense Tracking Time & Expense Tracking
Workflow Management Workflow Management

Integrations

Integrations

Microsoft Word Microsoft Word
SharePoint SharePoint