ProTrustee

Questions et réponses

• CRM
  ProTrustee has a built-in CRM to help you keep accurate information about your clients.
• Reminders
  ProTrustee sends you reminders about important deadlines, so you don't forget.
• Go Digital
  ProTrustee lets you manage your trusts online, so you don't need paper documents anymore.
• Action Lists
  You can track your tasks easily with action lists that show what you need to do.
• Annual Reviews
  ProTrustee makes annual reviews easier and can be customized to fit your needs.
• Financial Data
  ProTrustee connects with your custodians to give you up-to-date financial information.
• Approval Chains
  You can set up approval chains to make sure the right people approve decisions.
• Customizable Data
  You can change how your data looks with customizable fields and views.
• Boost Productivity
  You can work faster with ProTrustee's smart workflows, reminders, and action lists.
• Document Repository
  ProTrustee keeps all your documents in one secure place, so you can find them easily.
• Increase Compliance
  ProTrustee helps you follow the rules for managing trusts with tools like workflows and data auditing.
• Audited Data History
  Every change you make is recorded with details, so you can see what happened and when.
• Configurable Workflows
  You can use ready-made workflows or create your own to match how you work.

• CRM
  ProTrustee helps you keep accurate client information, making it easier to manage your relationships.
• Reminders
  ProTrustee sends you reminders for important deadlines, so you don’t forget important tasks.
• Go Digital
  With ProTrustee, you can stop using paper and manage everything online, making it easier to work with your team.
• Action Lists
  You can easily track your tasks with action lists, helping you stay organized and on top of your work.
• Financial Data
  ProTrustee gives you up-to-date financial information directly from your custodians, so you always know your financial status.
• Approval Chains
  You can set up approval chains to make sure the right people approve decisions, which helps avoid mistakes.
• Boost Productivity
  You can work faster and focus on important tasks because ProTrustee provides smart workflows and reminders.
• Document Repository
  You will never lose a document again because ProTrustee keeps all your files in one secure place.
• Increase Compliance
  ProTrustee helps you follow the rules better with tools that make it easier to manage trust workflows and audits.
• Audited Data History
  Every change you make is recorded, so you can see what happened and when, which helps with accountability.
• Customizable Workflows
  ProTrustee lets you change workflows to fit your needs, so you can work the way you want.

• Trust Companies
  They will benefit from increased efficiency by using smart workflows and reminders to stay organized.
• Compliance Officers
  They will find it easier to maintain compliance with the help of curated workflows and data auditing tools.
• Large Organizations
  They can customize workflows to fit their needs and ensure that all processes are compliant and efficient.
• Small Organizations
  They can go digital and reduce paper by managing their trusts online, making collaboration easier.
• Professional Trustees
  They can use ProTrustee to easily manage compliance and keep track of all their trusts in one place.