Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
KeyBank operates as a comprehensive banking platform focused on asset finance and commercial services for small and medium-sized enterprises (SMEs). It features a multi-branch setup and supports transactions in various currencies. Additionally, it includes a robust operational general ledger and facilitates integrated proposal management with connections to the ICB. The platform boasts advanced underwriting capabilities, a customer and account notepad with diary features, and effective arrears management tools. Moreover, it supports direct debit transactions via both SEPA and BACS, as well as electronic funds transfers (EFT) for SEPA and BACS. Furthermore, it provides dealer accounting functionalities, allowing for streamlined financial management across different business sectors.
Description
Robust trust accounting software designed to effectively oversee the financial accounts of various entities, including trusts, estates, deputyships, corporations, partnerships, foundations, and funds. It facilitates the generation of trust accounts with comprehensive fund accounting documentation and uncomplicated sub-fund accounting. Streamlined processes automate the management of recurring transactions, dividends, and the importation of price files, significantly reducing time and effort. The software features customizable tax functions for Capital Gains Tax, VAT, and Income, alongside standard exports to simplify the completion of the SA900. It also includes integrated tools for probate, estate management, and Court of Protection tasks, allowing for efficient handling of private client affairs. Additionally, it offers full foreign currency accounting capabilities, automatically recalculating all ledgers and balances to ensure accuracy. With multi-company, multi-funded, multi-currency, and multi-manager functionalities, this software is equipped to address a diverse range of accounting needs across various sectors.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
KBS Solutions
Website
www.kbs.ie/keybank
Vendor Details
Company Name
thewealthworks
Founded
1995
Country
United Kingdom
Website
thewealthworks.com/troika-trust-accounting/
Product Features
Banking
ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring
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