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What is Trust Accountant Cloud?

Trust Accountant, created by Delta Data, is an all-in-one fiduciary accounting software that simplifies the financial administration of estates, trusts, guardianships, and investment portfolios, prioritizing both security and dependability. This extensive solution includes a diverse range of functionalities such as cash sweep, pooled fund accounting, accrual accounts, dual authentication, encrypted sessions, tax code modifications, income tax reporting, asset gain and loss tracking, and security pricing, alongside various additional features aimed at improving user experience. With its ability to provide real-time capabilities, Trust Accountant enables users to manage their financial duties effectively and with assurance, making it a valuable tool for financial professionals. Furthermore, its user-friendly interface ensures that even those without extensive accounting knowledge can navigate the software with ease.

What is NOBL?

NOBL signifies a revolutionary advancement in the realm of agency management systems, focusing on the management of daily operations associated with insurance trust accounts and guaranteeing the financial integrity of premiums, thereby setting itself apart from conventional systems. Through the implementation of sophisticated trust ledger accounting and pioneering outsourcing technology for trust accounts, NOBL enhances workflow efficiency and significantly elevates operational productivity for property and casualty (P&C) insurance agencies. Much like payroll services, agencies only need to provide their source documents, after which Paulmar, the appointed outsourcing partner, oversees the management of premiums from the transaction stage until they are fully distributed to the rightful beneficiaries. The adoption of NOBL is smooth and integrates effortlessly with both new accounts and renewals, ensuring that an agency's daily operations persist without disruption. This innovative technology is ready for immediate implementation and is poised to markedly enhance the efficacy of P&C independent agencies, transforming them into not only more productive entities but also markedly more efficient in their operational practices. Consequently, agencies can anticipate a significant overhaul in their financial management processes, which may lead to improved profitability and greater client satisfaction, as they adapt to an increasingly competitive market landscape. The potential for growth and optimization within these agencies could reshape their future success.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$100 per month

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub

Company Facts

Organization Name

Delta Data

Date Founded

1998

Company Location

United States

Company Website

www.deltadatatrust.com

Company Facts

Organization Name

Paulmar Group

Date Founded

2009

Company Location

United States

Company Website

www.paulmartrustaccounting.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
Tax Management

Categories and Features

Insurance

Not specified

P&C Insurance

Not specified

Trust Accounting

Not specified

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