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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

We offer customized CRM solutions tailored to the specific needs and preferences of our clients. Whether it’s a small, medium, or large organization, our extensive experience equips us to provide effective and budget-friendly CRM systems designed to align with our clients' business objectives. Our versatile business tool not only boasts a wealth of features but is also designed to engage all organizational channels, ultimately driving successful business expansion. In addition, we specialize in creating advanced website technologies, including Content Management Systems (CMS) utilizing Drupal and WordPress, as well as Model View Controller (MVC) frameworks and ongoing maintenance services. Our team of adept web developers has successfully executed numerous complex and multifunctional website projects, consistently following the specifications provided by our clients. We take pride in our ability to deliver innovative solutions that enhance operational efficiency and foster growth.

Description

Transforming corporate services, trust, and fund administration through cohesive software solutions tailored to industry demands, from small local providers to expansive multi-jurisdictional entities. Our extensive global implementation expertise covers vital onshore, midshore, and offshore jurisdictions, ensuring comprehensive support. A vibrant and expanding international user community fosters continuous innovation in our solutions. We offer a complete array of business consulting services designed to adapt to your organization’s evolving requirements. Additionally, our technical consulting services deliver adaptable solutions to optimize the use of our software. With round-the-clock global support, we keep your organization on track. TrustQuay stands out with the most robust product offerings, unparalleled global reach, and the highest dedicated R&D investment in the trust, corporate services, and alternative fund administration sectors, empowering clients to enhance operational efficiency, minimize expenses, maintain compliance, and explore new revenue avenues. Our commitment to innovation positions us as leaders in the market, ready to meet future challenges head-on.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$8 per user per month
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

Smalution India

Founded

2008

Country

India

Website

www.smalution.com

Vendor Details

Company Name

TrustQuay

Country

United Kingdom

Website

trustquay.com

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Product Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

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