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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Addepar
Envestnet Analytics
GeoWealth
Morningstar
Orion
Pulse
SS&C Advent

Integrations

Addepar
Envestnet Analytics
GeoWealth
Morningstar
Orion
Pulse
SS&C Advent

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

Innovest Systems

Founded

2000

Country

United States

Website

www.innovestsystems.com/innotrust/

Vendor Details

Company Name

Pontera

Founded

2012

Country

United States

Website

pontera.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

Alternatives

Alternatives

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Trust Accountant

Delta Data
Resly Reviews

Resly

Resly Solutions