Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Xero Reviews & Ratings
    4.4 out of 5 stars 6,139 Ratings
    Company Website for Xero
  • Sage Intacct Reviews & Ratings
    4.3 out of 5 stars 8,836 Ratings
    Company Website for Sage Intacct
  • Canopy Reviews & Ratings
    4.6 out of 5 stars 1,259 Ratings
    Company Website for Canopy
  • AgeChecker.Net Reviews & Ratings
    5.0 out of 5 stars 3 Ratings
    Company Website for AgeChecker.Net
  • optivalue.ai Reviews & Ratings
    5.0 out of 5 stars 4 Ratings
    Company Website for optivalue.ai
  • D&B Connect Reviews & Ratings
    4.1 out of 5 stars 189 Ratings
    Company Website for D&B Connect
  • Jscrambler Reviews & Ratings
    4.4 out of 5 stars 41 Ratings
    Company Website for Jscrambler
  • SurePayroll Reviews & Ratings
    4.3 out of 5 stars 853 Ratings
    Company Website for SurePayroll
  • InterProse ACE Reviews & Ratings
    4.5 out of 5 stars 147 Ratings
    Company Website for InterProse ACE
  • EasyDMARC Reviews & Ratings
    4.7 out of 5 stars 349 Ratings
    Company Website for EasyDMARC

What is Trustpak?

Trust accounting is a specific form of bookkeeping that concentrates exclusively on the financial transactions associated with trusts. This practice requires a trustee to carefully record all incoming and outgoing funds that belong to others, maintaining separate ledger accounts for each individual from whom the money is received or for whom it is managed. Many countries have strict regulations regarding trust accounting, often requiring independent auditors to verify adherence to these laws. Since these regulations can change unexpectedly, it is vital to keep your accounting software updated to remain compliant, as failure to do so might threaten your business's viability. Moreover, the software must be designed with user experience in mind; a complicated interface can lead to unnecessary delays in mastering its functions. At Trustpak, we emphasize simplicity by providing all relevant information for each task directly on the main screen, which facilitates efficient operation. This thoughtful design not only conserves time but also significantly boosts the productivity of individuals managing trust accounts. Ensuring that users can navigate the system with ease is essential for fostering a smooth workflow in trust management.

What is InnoTrust?

Innovest's flagship solution, InnoTrust, transforms the operational landscape for trust companies, banks, private banks, retirement plan managers, and similar organizations by streamlining their accounting and reporting requirements related to trust assets, wealth management, and retirement accounts. Built with modern web services and API capabilities, our service allows for seamless integration with external software and in-house systems, all while ensuring that users can easily navigate and access customer information. InnoTrust features a comprehensive suite of portfolio management tools, including rebalancing options, trade blotters, trade order management, and detailed performance reporting. Furthermore, we provide complete principal, income, and tax lot accounting services, along with efficient cost basis tracking and an advanced Tax Reporting feature that automatically produces essential documents such as 1099s, 5498s, and tax worksheets. Our platform also comes equipped with functionalities for exception tracking, customizable Q&A sections, and follow-up tickler reminders, all aimed at optimizing user workflows and improving operational efficiency. In summary, InnoTrust not only enhances the management processes of financial institutions but also fosters a greater sense of control and transparency in overseeing trust and retirement accounts. By choosing InnoTrust, organizations position themselves at the forefront of innovative financial solutions.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Has API

Pricing Information

$53 per month
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars

Training Options

On-Site Training

Company Facts

Organization Name

InfoBiz Solutions

Date Founded

2002

Company Location

Australia

Company Website

www.infobizsolutions.com

Company Facts

Organization Name

Innovest Systems

Date Founded

2000

Company Location

United States

Company Website

www.innovestsystems.com/innotrust/

Categories and Features

Trust Accounting

Activity Tracking
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

Categories and Features

Trust Accounting

Asset Gain & Loss Reporting
Fee Calculation & Posting
Tax Management

Popular Alternatives

i-Trust Reviews & Ratings

i-Trust

Golden Omega

Popular Alternatives

NOBL Reviews & Ratings

NOBL

Paulmar Group
SaleLedger Reviews & Ratings

SaleLedger

Profitpin LLC
Troika Accounting Reviews & Ratings

Troika Accounting

thewealthworks
Cheetah Wealth Management Reviews & Ratings

Cheetah Wealth Management

Accutech Systems