TrustQuay 5Series

Entity management, accounting & more for wealth managers

About TrustQuay 5Series

TrustQuay 5Series, formerly Microgen 5Series, is a trust and corporate administration software for wealth managers. The platform comprises a range of integrated modules including entity management, accounting, investments, time and expense tracking, billing, document storage, and more. Designed to support the needs of trust administrators, fund administrators, accountants, family offices, law firms, company secretaries, and more, TrustQuay 5Series can be adapted to the needs of each business.

With the entity management module, users can store and manage client data, view client documents, and manage meetings and diaries. The accounting mobile facilitates the management of client, corporate, and fund accounts and offers features such as balance sheets, profit and loss statements, and general ledger management. Businesses can also manage their investments, billing, time, expenses, transfers, and documents from within the TrustQuay 5Series platform.

TrustQuay 5Series integrates with third party document management and creation software such as Microsoft Office via standard API. TrustQuay operates on a Microsoft SQL database for secure data storage.

Pricing starting from:

N/A

  • Free Trial

Devices

Business size

S M L

Pricing starting from:

N/A

  • Free Trial

Images

TrustQuay 5Series document management
TrustQuay 5Series tax reporting
TrustQuay 5Series workflow creation
TrustQuay 5Series process control
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TrustQuay 5Series screenshot: TrustQuay 5Series document management TrustQuay 5Series screenshot: TrustQuay 5Series tax reporting TrustQuay 5Series screenshot: TrustQuay 5Series workflow creation TrustQuay 5Series screenshot: TrustQuay 5Series process control

Features

Total features of TrustQuay 5Series: 41

  • API
  • Accounting
  • Ad hoc Reporting
  • Asset Accounting
  • Automated Execution
  • Billing & Invoicing
  • Client Portal
  • Compliance Management
  • Configurable Workflow
  • Contact Management
  • Corporate Structure Management
  • Customer Database
  • Customizable Reports
  • Customization
  • Dashboard Creation
  • Data Import/Export
  • Data Migration
  • Data Storage Management
  • Document Management
  • Document Storage
  • Entity Data Management
  • Expense Claims
  • Expense Tracking
  • Fee Calculation & Posting
  • Financial Records Tracking
  • General Ledger
  • Graphical Data Presentation
  • Graphical Workflow Editor
  • Portfolio Accounting
  • Portfolio Analysis
  • Portfolio Management
  • Process Control
  • Real Time Reporting
  • Reporting/Analytics
  • Secure Data Storage
  • Self Service Portal
  • Task Management
  • Tax Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Workflow Management

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TrustQuay 5Series FAQs

Below are some frequently asked questions for TrustQuay 5Series.

TrustQuay 5Series offers the following pricing plans:

  • Free Trial: Not Available

Contact TrustQuay for pricing details.

We do not have any information about TrustQuay 5Series features

TrustQuay 5Series has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

We do not have any information about what languages TrustQuay 5Series supports

TrustQuay 5Series supports the following devices:

TrustQuay 5Series integrates with the following applications:

Microsoft SharePoint, Microsoft Word

TrustQuay 5Series offers the following support options:

Email/Help Desk, Phone Support, Chat

Related categories

See all software categories found for TrustQuay 5Series.