Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Success manifests uniquely for each organization. Our expertise lies in deploying technology tailored to diverse requirements, empowering advisors across various business models to meet their fiduciary duties effectively. We envision solutions that extend beyond mere technology, creating a transformative experience that encourages innovation, challenges the status quo, and positions you for ongoing triumph. By developing a superior tech infrastructure with over 100 integrations, you can ensure the integrity of your data through daily domestic reconciliations. Enhance collaboration via a multi-channel client experience, while trading becomes streamlined with a tax-efficient rebalancer. Furthermore, you can craft individualized SMA investment portfolios and accelerate your revenue streams through customized fee and payout arrangements, paving the way for sustainable growth in your practice. Ultimately, our comprehensive approach is designed to help you not only reach your goals but exceed them.
Description
TotalTrust is a robust accounting software designed for professionals such as attorneys, accountants, and fiduciaries who manage estate, trust, and guardianship clients. It offers an intuitive visual presentation of fiduciary reports, emphasizing a logical and user-friendly approach. With its straightforward design and reasonable pricing, TotalTrust stands out as an excellent option for practitioners of any scale. You can download it now and enjoy a risk-free 30-day trial, allowing you to start generating reports immediately without any commitments or extensive paperwork. This accounting system is specifically tailored for Windows and facilitates the creation of financial reports required by fiduciaries for various estates, trusts, and guardianships. Our standard features comply with National Fiduciary Accounting Standards, including Charges and Credits, and cater specifically to the State of Florida's regulations on Capital Gains and Losses. Additionally, TotalTrust provides enhanced flexibility in reporting through its custom reports feature, enabling users to define specific report parameters and save templates for future use, ensuring a streamlined workflow for your accounting needs.
API Access
Has API
API Access
Has API
Integrations
Asset-Map
Co-Pilot
FP Alpha
MoneyGuide
Open Dental Software
Pontera
RightCapital
Riskalyze
Salesforce
SolarWinds Patch Manager
Integrations
Asset-Map
Co-Pilot
FP Alpha
MoneyGuide
Open Dental Software
Pontera
RightCapital
Riskalyze
Salesforce
SolarWinds Patch Manager
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$349 one-time payment
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
Orion Advisor Technology
Founded
1999
Country
United States
Website
orionadvisortech.com
Vendor Details
Company Name
Exhibit One Software
Country
United States
Website
www.exhibitonesoftware.com
Product Features
Business Intelligence
Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Reporting
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports
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