Trust Departments
Trust departments may have estates that span an entire lifetime or several generations, creating mountains of paperwork. The “trust agreement” is just the tip of the iceberg when it comes to trust documents. With AccuAccount, trust departments can manage entire trust files and related contents within a single intuitive system. Finding and viewing documents, correspondences, and court records becomes much easier with Alogent.
AccuAccount streamlines trust management by simplifying document imaging and exception tracking. Banks and credit unions trust the software as their account solution for managing revocable living trusts, testamentary trusts, trust agreements, court directives, and much more.
How Can AccuAccount Improve Trust Account Management?
Banks and credit unions count on AccuAccount for streamlining the organization and management of important documents. Given the potential magnitude and size of certain trust accounts, finding a trust management software that fits your bank or credit union’s need is crucial. AccuAccount provides your trust department with an intuitive, flexible imaging platform. All of your branches and locations can gain instant access to important files, making document sharing a reality.
Document Storage and Organization
Flexible Authority Permission Settings
Customer and Account Management
Automated and Customizable Reporting
Interfaces with Popular Trust Core Systems
Get started today with AccuAccount
Trusted by banks and credit unions to manage documentation for trusts, credit and loans, deposits, and more.