TRUST MANAGEMENT ON A SINGLE PLATFORM
Account Review
Real Time Online Collaboration
The TrustPortal is designed to allow real time, online collaboration by multiple parties wherever there is an Internet connection. Investment Managers and Administrators can view the same review and provide comments no matter where they are located: in the same office or across the country.
Email Notifications
The TrustPortal notifies users when accounts are due for review, and at what stage in the review process an account is in. It also alerts each user assigned to that account when it is ready for their review.
Accessibility and Customization of Reports
The TrustPortal gives users access to all reports needed during the review. There is no longer a need to go to different systems and print stacks of reports and distribute them throughout your organization. The Review Process is customized for each organization; including reports, breaches, questions, and layout.
Controlled Workflows
The TrustPortal’s clearly defined and easy to follow workflow process literally walks users through the entire review, and will not allow a review to continue unless certain requirements have been fulfilled.
Management Oversight
The TrustPortal’s full range of management oversight provides detailed information on each review, and a full set of reports that monitors each review’s progress and provides detailed analysis.
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TrustPortal Sales
Jim Chalker
jchalker@fi-tek.com
615.221.7103
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