Trust Banking
A browser-based trust banking solution designed to support banks with fund and investment management operations, customer advisory and relationship management.
Trust banking, built around better customer service
MoneyWare Trust Banking helps banks streamline repetitive operational tasks, allowing financial advisors and relationship managers to focus more on advisory and consultancy services for their customers.
Built for
- Banks
- Financial advisors
- Relationship managers
Capabilities for trust banking
Access, scale, visibility and integration for trust banking operations.
Flexible, Browser-Based Access
Access across web, mobile, tablet and desktop.
Multi-Branch Scalability
A solution designed to scale across multiple branches.
Business Performance Dashboards
Real-time visibility into business performance.
Centralized Deployment & Upgrades
Central installation with regular upgrades and configuration.
Analytics & Self-Service Reporting
Advanced analytics and reporting capabilities.
Third-Party Platform Integration
FIX-compliant integration with third-party broking/EMS platforms for order execution.
Related Solutions
Trust Banking is delivered alongside the other MoneyWare offerings.
Talk to us about Trust Banking
Speak with our team about fiduciary and trust operations on MoneyWare.