TrustQuay 5Series

Entity management, accounting & more for wealth managers

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TrustQuay 5Series Overview

What is 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.

TrustQuay 5Series Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription

Contact TrustQuay for pricing details.


TrustQuay 5Series Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

TrustQuay 5Series document management
TrustQuay 5Series tax reporting
TrustQuay 5Series workflow creation
TrustQuay 5Series process control
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
User recommendation
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TrustQuay 5Series Pricing

TrustQuay 5Series Pricing

Starting from
N/A
Free Trial
Subscription

Contact TrustQuay for pricing details.

Contact TrustQuay for pricing details.

Value for Money
0/5
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TrustQuay 5Series Features

TrustQuay 5Series Features

API
Activity Dashboard
Activity Tracking
Audit Trail
Auditing
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Inventory Management
Inventory Tracking
Monitoring
Real Time Data
Real Time Reporting
Reporting & Statistics
Third Party Integration
Workflow Management
Features
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Categories

Additional information for TrustQuay 5Series

Additional information for TrustQuay 5Series

Key features of TrustQuay 5Series

  • Compliance Management
  • Contact Management
  • Document Management
  • Document Storage
  • General Ledger
  • Portfolio Management
  • Real Time Reporting

TrustQuay 5Series FAQs

TrustQuay 5Series FAQs

Below are some frequently asked questions for TrustQuay 5Series.

Q. What type of pricing plans does TrustQuay 5Series offer?

TrustQuay 5Series offers the following pricing plans:

Pricing model: Subscription

Free Trial: Not Available

Contact TrustQuay for pricing details.

Q. What are the main features of TrustQuay 5Series?

TrustQuay 5Series offers the following features:

  • Compliance Management
  • Contact Management
  • Document Management
  • Document Storage
  • General Ledger
  • Portfolio Management
  • Real Time Reporting

Q. Who are the typical users of TrustQuay 5Series?

TrustQuay 5Series has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Q. What languages does TrustQuay 5Series support?

TrustQuay 5Series supports the following languages:

English

Q. What type of pricing plans does TrustQuay 5Series offer?

TrustQuay 5Series has the following pricing plans:

Subscription

Q. Does TrustQuay 5Series support mobile devices?

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

Q. What other apps does TrustQuay 5Series integrate with?

TrustQuay 5Series integrates with the following applications:

Microsoft Word, SharePoint

Q. What level of support does TrustQuay 5Series offer?

TrustQuay 5Series offers the following support options:

Phone Support, Online Support