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What is TotalTrust?

TotalTrust is a comprehensive accounting software tailored for professionals like attorneys, accountants, and fiduciaries managing clients involved in estates, trusts, and guardianships. It features a visually appealing interface for fiduciary reports, prioritizing a logical and user-friendly experience. With its easy-to-navigate design and competitive pricing, TotalTrust is an outstanding choice for practitioners of any size. You can easily download the software and take advantage of a risk-free 30-day trial, allowing you to generate reports right away without any obligations or complicated paperwork. Specifically designed for Windows, this accounting system simplifies the process of creating necessary financial reports for various fiduciary responsibilities. Its core functionalities align with National Fiduciary Accounting Standards, accommodating the unique regulations regarding Capital Gains and Losses in Florida. Furthermore, TotalTrust enhances reporting capabilities with its customizable reports feature, which lets users set specific parameters and save templates for efficient future use, promoting a smoother workflow in managing accounting tasks. This flexibility is particularly beneficial for those who need to adapt reports to meet varying client needs.

What is Orion?

Every organization experiences success in its own distinct manner. Our specialization focuses on implementing technology that is customized to meet a wide array of needs, enabling advisors in different business models to fulfill their fiduciary responsibilities efficiently. We aim to create solutions that go beyond simple technological advancements, fostering a transformative environment that promotes innovation, questions conventional practices, and prepares you for lasting success. By building a robust technological framework with over 100 integrations, you can maintain data integrity through daily reconciliations conducted domestically. Improve teamwork through a versatile client interaction experience, while trading is optimized with a tax-efficient rebalancer. Additionally, you can design tailored SMA investment portfolios and boost your revenue streams with personalized fee and payout structures, leading to sustainable growth for your practice. In the end, our holistic strategy is crafted not just to help you achieve your objectives but to surpass them significantly. This approach empowers you to adapt to the evolving market landscape while ensuring long-term viability and success.

Media

Media

Integrations Supported

Asset-Map
Co-Pilot
FP Alpha
MoneyGuide
Open Dental Software
Pontera
RightCapital
Riskalyze
Salesforce
SolarWinds Patch Manager
SolarWinds Server & Application Monitor
SolarWinds Virtualization Manager
SolarWinds Web Help Desk
iTimekeep

Integrations Supported

Asset-Map
Co-Pilot
FP Alpha
MoneyGuide
Open Dental Software
Pontera
RightCapital
Riskalyze
Salesforce
SolarWinds Patch Manager
SolarWinds Server & Application Monitor
SolarWinds Virtualization Manager
SolarWinds Web Help Desk
iTimekeep

API Availability

Has API

API Availability

Has API

Pricing Information

$349 one-time payment
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Exhibit One Software

Company Location

United States

Company Website

www.exhibitonesoftware.com

Company Facts

Organization Name

Orion Advisor Technology

Date Founded

1999

Company Location

United States

Company Website

orionadvisortech.com

Categories and 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

Categories and 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

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