Average Ratings 0 Ratings
Average Ratings 0 Ratings
API Access
Has API
API Access
Has API
Integrations
Dropbox
Envestnet Portal
Estimating Link
Google Drive
Microsoft Excel
Microsoft Outlook
MoneyGuidePro
Moneytree
Practifi
Redtail CRM
Integrations
Dropbox
Envestnet Portal
Estimating Link
Google Drive
Microsoft Excel
Microsoft Outlook
MoneyGuidePro
Moneytree
Practifi
Redtail CRM
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$500 per month
Free Trial
Free Version
Deployment
SaaS
iPhone
iPad
Android
Windows
Mac
Linux
Deployment
SaaS
iPhone
iPad
Android
Windows
Mac
Linux
Support
Phone Support
24/7 Live Support
Online
Support
Phone Support
24/7 Live Support
Online
Training
Documentation
Webinars
Live Online
In Person
Training
Documentation
Webinars
Live Online
In Person
Vendor Details
Company Name
Accutech Systems
Founded
1987
Country
United States
Website
www.trustasc.com
Vendor Details
Company Name
CircleBlack
Founded
2013
Country
United States
Website
www.circleblack.com
Product Features
Trust Accounting
Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management