Alternatives to i-Trust

Save 90% for 6 months on Xero's award-winning accounting and online bookkeeping platform. Beautifully simple, Xero offers a wide range of features that help businesses manage their numbers effortlessly, including invoicing, inventory management, bank connections, payroll, reporting, and app integrations for a seamless user experience. Xero offers plans for businesses of any size, with room to grow. Xero provides a comprehensive ecosystem of integrated apps and connections to banks and financial institutions, allowing small businesses to access a variety of solutions within its open platform to efficiently manage their operations and finances. For accounting and bookkeeping practices, Xero offers powerful compliance tools, intelligent practice management software, and a centralized cloud-based accounting ledger for all clients, accessible in one place. Xero automates data entry by pulling sales and expense records directly from banks, invoicing apps, point-of-sale systems, and more. It securely connects to business bank accounts, eliminating manual data input, while smart bank reconciliation learns user preferences to streamline the process.

PayProp is an automated platform for real estate agents. It is simpler and more powerful than traditional software vendors and banks. PayProp was born in 2004 out of frustration with the fragmentation, lack of trust and complexity of payments in the residential rental sector. We built on GivenGain's platform to create a solution that automatically collects rent payments from tenants and seamlessly pays agents' commissions, property owners, third parties, and other property owners directly into their bank accounts. PayProp eliminates inefficiencies and lowers administrative costs per transaction. It also applies leading technologies to automate entire processes. PayProp's advanced technology allows property managers to collect and reconcile all payments.

Companies like yours can become more organized and more productive. You can customize statements and run insightful management reporting. Tabs3Pay allows you to accept credit card and ACH payments. The Platinum Edition also gives you mobile access to Tabs3 and Tabs3Pay. Fully meets all accounting requirements for law firms. In an integrated, easy-to-use system, you can print financial statements, pay bills, reconcile bank statements, manage client trust accounts, and even print financial statements. An electronic case file organizes all information, including contacts, appointments, emails and documents. Your practice is now more organized than ever. Dashboards that keep you informed with easy-to-read graphs and the ability monitor collections, billings, and trust balances. Clients can pay their bills online and deposit funds to Trust Accounting with Tabs3Pay.

Trust accounting refers to a specialized bookkeeping practice that focuses solely on transactions related to trusts. This involves a trustee meticulously documenting the incoming and outgoing funds belonging to others within dedicated trust ledger accounts that are organized for each individual from whom the money was received or on whose behalf it is managed. Many nations enforce stringent regulations governing trust accounting, necessitating the involvement of independent auditors to ensure compliance with these rules. Since government regulations can be subject to change at any moment, failing to maintain your software in alignment with local laws could jeopardize your business operations. Additionally, it is crucial for the software to be user-friendly; if the interface is not straightforward and easy to navigate, it may take considerable time to become proficient. In Trustpak, we prioritize clarity by ensuring that all necessary information for each task is readily available on the main screen, allowing users to operate efficiently. This design choice not only saves time but also enhances overall productivity for those managing trust accounts.

Soluno is a cloud-based accounting software and billing software that helps law firms to be more efficient. Law firms can easily manage their business with a complete, intuitive suite of time/expense, billing, accounting and trust features. Soluno's trust accounting, billing and usability, as well as 5-star customer service, will help you work more efficiently and maximize your productivity. Soluno offers data conversions for free from 14 of the most popular solutions in the industry.

Robust trust accounting software designed to effectively oversee the financial accounts of various entities, including trusts, estates, deputyships, corporations, partnerships, foundations, and funds. It facilitates the generation of trust accounts with comprehensive fund accounting documentation and uncomplicated sub-fund accounting. Streamlined processes automate the management of recurring transactions, dividends, and the importation of price files, significantly reducing time and effort. The software features customizable tax functions for Capital Gains Tax, VAT, and Income, alongside standard exports to simplify the completion of the SA900. It also includes integrated tools for probate, estate management, and Court of Protection tasks, allowing for efficient handling of private client affairs. Additionally, it offers full foreign currency accounting capabilities, automatically recalculating all ledgers and balances to ensure accuracy. With multi-company, multi-funded, multi-currency, and multi-manager functionalities, this software is equipped to address a diverse range of accounting needs across various sectors.

Streamlined workflows tailored for law firms ensure you have a clear understanding of your tasks. With seamless integrations to the top legal technology platforms, you can conserve time and resources while managing your practice. This software is specifically crafted for attorneys, enabling you to efficiently handle all your firm's accounting requirements. Eliminate the hassle of duplicate data entry through integrations with online banking and legal software. You can transfer funds from your trust account to your operating account with ease. The automatic Three-Way Reconciliations help you maintain compliance with state bar regulations regarding your trust account. Client ledgers are updated automatically when transactions are recorded in your trust account, enhancing accuracy. The system includes built-in safeguards, such as preventing negative client balances, to ensure you adhere to state bar rules. Additionally, each reconciliation generates Three-Way Trust Reconciliations automatically, making compliance management even more straightforward. This approach not only simplifies your financial processes but also provides peace of mind knowing that all regulatory requirements are being met effectively.

Transform your practice with Optometry Cloud EHR and automated Practice Management, designed to reduce stress and help your business thrive. Enjoy annual savings and the freedom of no contracts, developed by optometrists for their peers. The iTrust system stands out as the most advanced, efficient, and affordable cloud-based EHR and Practice Management software available today! This comprehensive platform simplifies patient management while boosting office performance, ultimately saving you both time and resources. With an unbeatable price and all-inclusive features, transitioning to iTrust is effortless, allowing you to experience firsthand how it’s redefining industry standards and outpacing competitors. Access your secure account from any device—desktop, tablet, or smartphone—and seamlessly integrate real-time scheduling into your website, enabling patients to book appointments from anywhere. Plus, enjoy unlimited two-way patient communication, access to a patient portal, automated appointment reminders, one-year recall, order dispensing, and much more. You can also create detailed receipts and customize order forms to enhance sales and facilitate smooth transactions, making it a valuable addition to your practice.

Dingosoft Trust Accounting stands out as the sole widely recognized ERP trust accounting solution currently available. Built using the Sage 300 Software Development Kit, it functions as a genuine, fully integrated module that encompasses all essential ERP features and capabilities. This innovation eliminates the necessity for various add-ons and niche solutions, allowing users to access a comprehensive mainstream ERP accounting system complete with built-in trust accounting features. Specifically designed to cater to the needs of law firms, accounting practices, real estate agencies, and other professions that manage client funds in escrow, Dingosoft Trust Accounting is an invaluable resource. It offers a robust multi-user and multi-currency Trust Ledger, efficiently managing all transactions, including receipts, payments, transfers, and adjustments. Furthermore, its seamless integration with Sage 300 ERP Bank Services simplifies trust bank account reconciliation, allowing for the easy import of statements for automatic reconciliation. With Dingosoft Trust Accounting, firms can enhance their financial management capabilities while ensuring compliance and accuracy in their accounting practices.

AtlasFive is an innovative wealth management platform that operates in the cloud and is enhanced by artificial intelligence, seamlessly bringing together entity management, portfolio tracking, general ledger and fund accounting, transaction processing, document storage, trust and partnership accounting, cash flow forecasting, and client reporting into one cohesive system. It utilizes the secure and private EtonAI technology to streamline over 270 workflows, efficiently extracting information from more than 250 document types while automating various tasks such as bank reconciliations, trust distributions, tax ledger entries, cash management payments, and investment allocations. Furthermore, AtlasFive provides users with dynamic insights, advanced semantic document search capabilities, AI-driven performance dashboards, risk alerts, and the ability to perform natural-language queries, all while operating within a governed and explainable AI framework that meets ISO certification standards. The platform is built on a robust, serverless architecture that ensures real-time backups, high availability, comprehensive audit trails, role-based access controls, and cybersecurity monitored by SOC standards, thereby guaranteeing a secure and efficient wealth management experience for its users. Ultimately, AtlasFive stands out as a comprehensive solution designed to accommodate the diverse needs of modern wealth management professionals.

NOBL represents a cutting-edge evolution in agency management systems, prioritizing the oversight of daily operations related to insurance trust accounts and ensuring financial stability for premiums, which distinguishes it from traditional systems. By utilizing advanced trust ledger accounting and innovative outsourcing technology for trust accounts, NOBL maximizes workflow efficiency and dramatically improves operational productivity for property and casualty (P&C) insurance agencies. Similar to payroll services, agencies simply submit their source documents, while Paulmar, the designated outsourcing partner, takes charge of managing premiums from the point of transaction until they are completely disbursed to the rightful owners. The integration of NOBL occurs seamlessly with new accounts and renewals, ensuring that the agency's daily activities continue without interruption. This groundbreaking technology is fully prepared for deployment and is set to significantly boost the performance of P&C independent agencies, making them not just more productive but also substantially more efficient in their operations. As a result, agencies can expect a transformation in their financial processes that could lead to enhanced profitability and client satisfaction.

TotalTrust is a robust accounting software designed for professionals such as attorneys, accountants, and fiduciaries who manage estate, trust, and guardianship clients. It offers an intuitive visual presentation of fiduciary reports, emphasizing a logical and user-friendly approach. With its straightforward design and reasonable pricing, TotalTrust stands out as an excellent option for practitioners of any scale. You can download it now and enjoy a risk-free 30-day trial, allowing you to start generating reports immediately without any commitments or extensive paperwork. This accounting system is specifically tailored for Windows and facilitates the creation of financial reports required by fiduciaries for various estates, trusts, and guardianships. Our standard features comply with National Fiduciary Accounting Standards, including Charges and Credits, and cater specifically to the State of Florida's regulations on Capital Gains and Losses. Additionally, TotalTrust provides enhanced flexibility in reporting through its custom reports feature, enabling users to define specific report parameters and save templates for future use, ensuring a streamlined workflow for your accounting needs.

Upon logging into MomentumTRUST, users encounter a dashboard that showcases real-time snapshots of vital account metrics for their portfolios. This dashboard is crafted to facilitate strategic daily planning. By integrating with trading software, it aggregates transactions and pricing, thus offering users immediate valuations of all customer accounts. The social networking feature enables users to leave comments on nearly any entity and monitor changes over time. MomentumTRUST’s built-in CRM+ system streamlines the process of tracking and connecting with prospects, accounts, households, beneficiaries, grantors, and other third-party relationships involved in trust management. Whether you are working from the office or while traveling, you can conveniently assess and address client inquiries using MomentumTRUST’s portfolio analytics tools. Moreover, the platform's secure, in-system scanning and document storage capabilities allow businesses to efficiently organize and retrieve files within a cloud-based framework, ensuring that all necessary information is readily accessible when needed. This comprehensive approach not only enhances productivity but also significantly improves client service.

Trust Accountant, developed by Delta Data, is a comprehensive fiduciary accounting software that streamlines the financial management of estates, trusts, guardianships, and investment portfolios, while ensuring security and reliability. This all-encompassing solution offers a wide array of features such as cash sweep, pooled fund accounting, accrual accounts, dual authentication, encrypted sessions, tax code adjustments, income tax reporting, asset gain and loss tracking, security pricing, and additional tools designed to enhance user experience. With its real-time capabilities, Trust Accountant empowers users to efficiently manage their financial responsibilities with confidence.

At the core of our comprehensive range of products and services lies MAUI®, the driving force behind our trust accounting platform. Designed to simplify the tasks of trust professionals, MAUI features an intuitive interface coupled with powerful, real-time reporting capabilities, making it an increasingly popular choice among trust professionals looking to enhance their growth and fulfill their clients’ requirements. We have developed an advanced trust accounting application from its inception and continue to expand its capabilities. By actively incorporating feedback from our users, we have created additional modules that integrate seamlessly with the MAUI platform, offering a robust and scalable solution tailored to meet your customers’ specific needs. Additionally, our Infovisa Client Portal serves as an online hub for both you and your clients, allowing them to personalize dashboards and access reports in a manner that aligns with their preferences. Customers can also easily download statements through the portal, leading to significant savings on printing and mailing costs while improving overall efficiency. This ongoing commitment to innovation ensures our users always have the best tools at their fingertips.

Innovest's premier offering, InnoTrust, revolutionizes the way trust companies, banks, private banks, retirement plan administrators, and other entities manage their accounting and reporting obligations for assets in trust, wealth, and retirement accounts. Our service is designed with web services and API capabilities, ensuring effortless integration with third-party software and internal programs, while providing user-friendly navigation for easy access to customer data. InnoTrust boasts an extensive array of portfolio management features, such as rebalancing, trade blotters, trade order management, and comprehensive performance reporting. Additionally, we deliver full principal, income, and tax lot accounting services, complete with cost basis tracking and a robust Tax Reporting feature that generates crucial documents like 1099s, 5498s, and tax worksheets automatically. Our platform also includes tools for exception tracking, customizable question and answer segments, and follow-up tickler tracking to streamline user operations and enhance efficiency. Ultimately, InnoTrust empowers financial institutions to maintain control and transparency over their trust and retirement account management processes.

AccountAbly represents a groundbreaking SaaS solution designed for business-to-customer interactions, streamlining the challenging elements of fiduciary accounting. By aiding fiduciaries in managing their responsibilities for estates, guardianships, or trusts, it helps mitigate liability risks. The platform significantly cuts down on the expenses tied to gathering vouchers and organizing information for court and beneficiary presentations. Furthermore, it enhances the efficiency of the Estate and Trust legal framework by facilitating quicker access to vouchers during legal inquiries. Above all, this innovative application promotes transparency, fostering greater trust among beneficiaries in the fiduciary's actions. With its user-friendly interface and robust features, AccountAbly sets a new standard in fiduciary management.

FASTER Systems offers specialized software and preparation services for Court Accounting, Estate Tax, and Gift Tax to assist today's trust and estate professionals in fulfilling their compliance obligations. Our FASTER ASP Software, which is cloud-based and fully integrated, is designed specifically for professionals in the industry to streamline the processes of court accounting and preparing estate and gift tax returns. Created by experts in the field, this software aims to meet the unique needs of those working within the trust and estate sectors. Additionally, FASTER Accounting Services offers preparation assistance for court accounting and estate taxes to law firms, accounting firms, trust companies, and banks on a fee-for-service basis. By leveraging our skilled personnel, FASTER Accounting Services helps clients save time and resources and ensures adherence to local court regulations. With our advanced accounting platform, FASTER, clients can expect timely preparation of accountings with minimal effort required on their part, as they only need to provide transaction history and other necessary documents while we handle the rest. This comprehensive approach allows professionals to focus on their core responsibilities while ensuring compliance and efficiency in their accounting needs.

Our powerful and versatile core system is designed to manage all essential trust and fund accounting functions with ease. Alongside this, we provide an extensive array of add-on modules that enhance functionality to adapt to your evolving business needs as you expand. We advocate for a pay-per-module approach, ensuring you only invest in what you truly require. As your business evolves, the option to incorporate additional modules allows you to optimize your operations seamlessly. Furthermore, empower your clients with easy online access to their accounts through a user-friendly, browser-based client portal, ensuring they can connect whenever and wherever they need. TNET Lite BackOffice is tailored for small businesses, startups, and new ventures, delivering a solid core system that aligns perfectly with your specific needs and aspirations. With this solution, you can confidently navigate the complexities of accounting while focusing on growth.

The industry's best tax and accounting software allows you to streamline your accounting, tax filing, and reporting processes. This will help you reduce the risk of penalties and audits. Thomson Reuters ONESOURCE tax software allows you to keep up-to-date with corporate tax and trade compliance in the face of constantly changing state, federal, and international tax laws. Facilitate collaboration with departments and partners to ensure seamless corporate tax compliance and trade compliance, regardless of where your company is located. ONESOURCE is a global leader in tax compliance and accounting decision making. Our solutions include: * Accessible from multiple locations so your team can collaborate on and share information Quickly move between locations * Scalable to grow with your company, giving you a solution that will be there for you long-term * Based on reliable research and global coverage

Experience the perfect blend of cutting-edge technology and streamlined trust accounting through our user-friendly software solution. With live trust account bank feeds from more than 30 Australian banks, reconciliation has never been easier. Say goodbye to end-of-month stress, as our straightforward process allows for one-click completion, making cumbersome tasks a thing of the past. Enjoy the convenience of secure cloud storage, granting you access to your reports and statements at any time and from any location, eliminating the need to worry about computer backups. We are dedicated to your success, offering unparalleled support that is available even on weekends. With Resly, you can tap into a wealth of resources, including self-help guides, live chat, or phone assistance any day of the week. Additionally, Resly Connect simplifies your operations with a comprehensive channel manager interface that integrates with over 100 platforms and suppliers, including major players like booking.com, Agoda, Expedia, and Airbnb, ensuring that your business reaches the widest audience possible. This all-in-one solution truly transforms the way you manage trust accounting and online bookings.

For over 25 years, Brief Accounting has been the premier billing solution for legal professionals using Mac systems. Known for its exceptional software offerings and superior technical assistance, Brief Legal Software has built a solid reputation in the industry. Whether you are operating as a solo lawyer, managing a large practice, or fall somewhere in the middle, Brief Accounting is the ideal billing and accounting solution tailored to meet your needs. The system is structured around three main components: Billing, Trust Accounting, and Office Accounting, all of which are distinct yet seamlessly integrated to minimize data entry duplication and decrease the likelihood of mistakes. While these components work together harmoniously, they can also be acquired individually, allowing you to select only the modules that suit your specific requirements. Brief Billing encompasses a comprehensive range of functionalities, from entering time slips to generating prebills, modifying entries, finalizing invoices, and monitoring your accounts receivable effectively. Additionally, the user-friendly interface ensures that even those new to accounting can navigate the software with ease.

LeanLaw is the legal billing software for law firms built on QuickBooks Online that makes running a profitable mid-sized law firm straightforward and simple for everyone involved. Spend less time on time tracking, trust accounting, and all-in-one billing — and more time on billables.

Nota is a free, cloud-based solution tailored specifically for attorneys operating solo or in small law firms, designed with valuable insights from legal professionals. It features comprehensive tools such as three-way reconciliation, check printing capabilities, and seamless integration with practice management, accounting, and payment systems, all aimed at enhancing your operational efficiency. Nota provides transparent pricing alongside dedicated support from bankers who understand the unique needs of attorneys. You can easily categorize and monitor income and expenses, including payroll, rent, court fees, and client payments, ensuring meticulous financial oversight. Every transaction in your checking account can be assigned to specific categories and tracked with precision. Gone are the days of cumbersome spreadsheets or ledgers for client balance tracking. Every transaction in your IOLTA account can be directly linked to a client matter, allowing real-time reconciliation down to the cent. Utilize Nota’s three-way reconciliation report to streamline this essential process. Additionally, the convenience of printing checks directly from your IOLTA account to your home or office printer adds to the platform's user-friendly features. With Nota, managing your law firm's finances has never been more efficient or straightforward.

As part of Dye & Durham's comprehensive suite of software solutions, ESILAW stands out as a reliable tool utilized by numerous law firms throughout Canada to manage their accounting, billing, and practice management requirements. Recognized as the foremost legal technology provider in Canada, Dye & Durham focuses on developing and integrating solutions that enhance law firm productivity. ESILAW is designed to complement a diverse range of our offerings, ensuring that every financial transaction is accurately recorded and managed. Our software encompasses essential features that law firms require to operate effectively, including time and disbursement entry, trust accounting, and cost recovery functionalities, making it the perfect choice for boosting both productivity and profitability within your legal practice. Additionally, users can rest easy knowing their data is secure, thanks to automated daily backups, disaster recovery protocols, and robust security measures housed in a Canadian data center. With its cloud-based technology, ESILAW provides scalable software that eliminates the need for extensive IT resources or specialized support personnel, allowing firms to focus on their core operations. Ultimately, ESILAW empowers law firms to streamline their processes and achieve greater financial success.

FundView General Ledger is a fund-based accounting system that allows you to manage your company's operations. Standard features include integrated budget management, simplified cash management, and support for consolidated cash. FundView General Ledger, a web-based software solution, is the heart of your organization's financial operations. Software designed specifically to meet the fund-accounting needs of local governments allows you to manage your budget, consolidated cash, and reporting requirements. You can drill down to the source entries and keep an audit trail of all transactions. Cash management for multiple bank account and consolidated cash equity.

BlocTrust specializes in offering independent verification and assurance services, ensuring ongoing visibility into the status of your private blockchains and distributed ledger technologies (DLTs). As an endorsement node within a private blockchain environment, BlocTrust plays a crucial role in validating and endorsing transactions, thereby providing trust to all participants in the network and affirming the authenticity of the endorsed activities. It upholds an independent and verified ledger of transactions, which is essential for adhering to compliance requirements and satisfying auditing processes. With a focus on objectivity and thoroughness, BlocTrust serves as a reliable resource for resolving conflicts that may arise among blockchain participants. Additionally, BlocTrust produces monthly reports that encapsulate the blockchain's health and operational statistics, offering a clear overview of its performance and activity levels. This regular monitoring ensures that all stakeholders remain informed and can make data-driven decisions regarding their blockchain engagements.

We empower you to take charge of your everyday business management tasks while simultaneously enhancing your online visibility, enabling you to stop relying on paid leads and start acquiring them independently. With our smartphone app, you can easily send electronic invoices and estimates that feature your branding. Save valuable time by utilizing reusable line items, and effortlessly convert leads into clients through quotes that can be accepted online. Establish your online presence with a mobile-responsive, search-optimized website. Ensure your information stays current with automatic updates, including job broadcasts, customer testimonials, verified credentials, and additional features. The iTrust PRO app not only allows you to schedule appointments with clients but also facilitates the sending of estimates and invoices, electronic payments, and a wide array of other functionalities, making your business operations smoother and more efficient. With these tools at your disposal, you can focus on what truly matters—growing your business and serving your customers better.

Cheetah reimagines the operational core of wealth and trust management by bringing all your essential tools together in a single, intelligent platform. Instead of working around outdated systems or juggling multiple applications, your team can operate from one streamlined environment built to enhance productivity and elevate the client experience. Designed with a modern architecture, Cheetah scales effortlessly as your business evolves. The platform supports a wide range of fiduciary and investment activities—from trust administration and asset management to complex account structures and operational workflows—helping your organization maintain accuracy, consistency, and control at every step.

Elevate your legal practice by adopting the most advanced and comprehensive software solution, propelling your firm into a new era of efficiency. Harness an all-in-one Matter Management tool that seamlessly integrates with automated workflows, ensuring that every detail related to a case is captured and stored in real-time. Enjoy the convenience of accessing extensive and current insights into your firm’s performance, accomplishments, and activities—all consolidated in a single dashboard. Experience improved efficiency through a fully integrated general and trust accounting system designed for simplicity, allowing you to focus on enhancing your profitability. Effortlessly navigate your law firm’s extensive knowledge base, enabling rapid and straightforward searches. With the ability to filter, categorize, and analyze your search results across multiple criteria, gaining insights has never been easier. Our personalized client onboarding process, initiated with a Needs Based Analysis, allows us to thoroughly understand your legal practice, ensuring we meet your specific needs effectively. Together, we can tailor solutions that align with your firm’s goals and drive long-term success.

DepreciationWorks serves as a valuable resource for businesses, nonprofits, and government entities by managing depreciation calculations, schedules, financial reporting, and fixed asset management. It can be installed on local machines and has the capability to access data files from any visible folder in Windows Explorer, even across network drives. There’s no need for additional software or services to be installed on the server, enhancing its accessibility. This tool offers an audit trail, aligns with accounting records, and functions as a subsidiary ledger specifically for fixed assets. Additionally, it features a calendar module that allows for the scheduling of asset warranties and maintenance tasks, which can include recurring events and Gantt chart views. Users can manage an unlimited number of companies and assets simultaneously. The advantages of using DepreciationWorks far surpass those of traditional spreadsheets. Moreover, it simplifies operations more effectively than either Excel® or standalone tax depreciation applications, making it an ideal choice for organizations of all sizes. With its comprehensive features, DepreciationWorks streamlines the complexities associated with asset management, ensuring accuracy and efficiency in financial oversight.

Endowment Manager™ software serves as a comprehensive tool for managing information, aimed at empowering you and your endowment management team to optimize the performance of your endowment. This software operates as a specialized and fully auditable subsidiary ledger, specifically tailored to oversee information associated with endowment and other restricted accounts. It seamlessly integrates with any of your existing systems such as general ledger, accounts payable, grant management, or fundraising through auditable batch transactions and can directly receive data from your custodian or investment management firms. The software enables the management of multiple investment pools with diverse distribution rules concerning shares, income, gains, and spending. Additionally, you can easily align it with your current chart of accounts and make adjustments for any future account structures you may implement. Moreover, it provides thorough compliance information, which is essential for effectively controlling and monitoring fund account restrictions and expenditures while ensuring transparency and accountability. This makes Endowment Manager™ an indispensable asset for your financial management needs.

Enter Fundy, a powerful web-based platform from Exquance Software, designed to streamline and secure every stage of fund administration. Built with input from finance professionals and engineered for performance, Fundy brings automation, transparency, and control to the forefront of fund management. What Fundy Delivers: Automated Financial Operations Say goodbye to manual calculations. Fundy handles capital calls, distributions, and fee structures with precision—saving time and reducing human error. Real-Time Payment Tracking Direct integration with banking and accounting systems allows for instant visibility into payment statuses and transaction flows. Robust Reporting Tools Generate detailed Excel reports with embedded formulas that adapt to your workflow—ideal for audits, investor updates, or performance reviews. Secure and Compliant Infrastructure Built for today’s regulatory environment, Fundy includes single sign-on (SSO), multi-user transaction confirmations, and full audit trails to ensure accountability and security. Portfolio Intelligence Analyze fund performance, monitor investor activity, and gain actionable insights—all from a clean, intuitive interface. Whether you're managing a single fund or a multi-asset portfolio, Fundy replaces spreadsheets and siloed systems with a centralized, scalable platform that grows with your operation. Trusted by investment professionals to reduce operational risk and streamline fund workflows, Fundy delivers the tools you need—without the tech debt. Ready to see what modern fund management looks like? Request a free demo and experience Fundy in action.

Imagine all of your client information and matter information in one place. Documents, emails, tasks, and billing activity are all available in an easy-to-use interface. Kanban boards, built on Rocket Matter's robust Legal Project Management Platform, allow you to see a visual status for all your cases. The application's intuitive expense and time capture screens are optimized to maximize efficiency. Our multiple timers make it easy to track your time across all matters. With batch billing and customizable rules, you can complete your monthly billing in no more than a few minutes. Rocket Matter allows for easy bulk and inline editing of invoices. Rocket Matter makes it easy to keep your trust accounts in order. All documents can be stored, organized by matter and other case information.

uLaw Practice is a cloud-based practice management (PM) software solution designed specifically for sole practitioners, paralegals, and small law firms. Developed by Superfluid Software, uLaw Practice integrates legal accounting, general accounting, and trust accounting with powerful analytics tools and practice management in one unified suite. By leveraging uLaw Practice, law professionals can be more productive and foster greater control of their practice while saving time and reducing costs. Voted as the cloud best software for 5 years in a row by Canadian Lawyer's magazine, uLaw sublimely integrates complex legal accounting features and practice management into a single pane of glass. uLaw features and integration with payment solutions, any Canadian bank brings all aspects of cash flow into a single flow thus allowing your practice to analyze and optimize both top-line and bottom-line of your business. With uLaw you have court form automation for your province as well. This enables you to just download any court form for your province and we fill in 90% of the content thus saving time and money for your business. uLaw also has Android and iOS native app to manage docketing and downtime analytics.

Advanced Accounting, Automated. A platform that automates mundane tasks so professional accountants can focus on what is important: their customers. Eleven is multi-currency and multicompany compatible and highly scalable, with the ability to process high transaction volumes. Eleven allows accountants to manage more clients. This benefit is achieved through several key features. Eleven allows clients and firms to collaborate in real time. It allows for quick responses to questions and the exchange of data and documents. Eleven automates repetitive tasks by creating transactions from documents. This allows you to focus on delivering high-value tasks and controlling the transactions. To have data extracted from documents and automatically sorted according to journals and fiscal years, you can upload them in batch. Even if you are performing manual transactions, you can save time by using templates for journal or analytical entries.

Why invest in proprietary systems when the latest Microsoft ERP includes essential best-in-class financial accounting, banking, security, and technology frameworks? Elysys harnesses the robust capabilities and scalability of the powerful Microsoft Dynamics 365 Business Central platform. This integration provides a sustainable competitive edge, especially in delivering specialized treasury management applications. Automated accounting for capital and interest movements, accrued interest entries, forex revaluation gains and losses, as well as long and short-term loans, is conducted in compliance with IFRS or GAAP standards, utilizing flexible accounting rules that can be customized. Loan transactions seamlessly flow to the back office, encompassing all accounting ledgers and sub-ledgers. Additionally, users can effortlessly generate both ad-hoc and automated reports, including loan simulation reports, loan schedules, loan statements, and loan redemption reports, ensuring comprehensive financial oversight. This level of integration not only streamlines processes but also enhances decision-making capabilities for businesses.

Consulting Plus' mortgage servicing software, Mortgage+Care, is designed for small, medium, and large commercial lenders as well as nonprofits, banks, and other economic development organizations. Mortgage+Care is available as a cloud-based and on-premise solution. It automates the entire lending process and allows users manage different types of loans such as term loans, lines of credit, interest-only, amortized loans, fixed or step-rate loans. The key features include loan servicing, loan origination trust accounting, investor support and collections, fund management, reporting, and fund management.

Loan Vision is a specialized platform focused on mortgage accounting and financial management, aimed at assisting mortgage banks, lenders, and credit unions in simplifying intricate accounting tasks, minimizing manual efforts, and facilitating data-informed decision-making through real-time analytics. The platform offers thorough loan-level accounting, allowing finance teams to gain in-depth insights into the financial performance of each loan, automate general ledger entries, and seamlessly integrate with loan origination systems to efficiently validate and reconcile loan data, thereby decreasing errors and cutting operational expenses. Additionally, it features accounts payable and cash management functionalities that enhance payment processes, along with extensive reporting and budgeting tools that include both custom and pre-built reports. The inclusion of predictive analytics and modeling, which merges loan origination system data with general ledger information, provides valuable strategic insights into profitability and overall performance, allowing organizations to better anticipate market trends and make informed financial decisions. Ultimately, Loan Vision empowers users to achieve greater financial clarity and operational efficiency in their accounting practices.

LedgerLite is an award winning shareware accounting software system that can be used by any organization that requires a general ledger and cashbook. It's easy to download and use, making it ideal for double-entry bookkeeping students. If you are familiar with double-entry bookskeeping, LedgerLite will be a great tool to help you maintain your books for a club, trust, or business. It is also a great tool to use to manage your personal finances, especially if you value privacy and reliability.

Managing software changes across mission-critical mainframe environments can be complex and risky. You need a solution that ensures quality without slowing down your development lifecycle. Rocket® ChangeMan™ is a comprehensive suite of mainframe change management tools built to strengthen control, governance, and productivity. We help you confidently manage software changes across IBM Z®/OS® environments—from development through testing and straight into production. By centralizing and automating the lifecycle of your code changes, assets, and configurations, this tool builds accountability and quality assurance into every step of your workflow. Key benefits for your organization: - Strengthen governance and control across mission-critical systems. - Automate the lifecycle of code changes, assets, and configurations. - Ensure strict quality assurance from development to production. Partner with Rocket Software to streamline your mainframe change management today.

ITrust operates the Control and Supervision Center, known as the Security Operation Center (SOC), which is dedicated to overseeing the security measures of an organization, either in full or in part. By relying on our IT security experts, you can focus on your primary business objectives while we handle the cybersecurity of your information systems. Often referred to as a Managed Security Services Provider (MSSP) or Managed Detection and Response (MDR), we specialize in safeguarding your company and effectively responding to any security incidents that may arise. The SOC established and/or managed by ITrust enhances your cyber defense capabilities while ensuring that your services remain accessible at the most economical rate, all while adhering to necessary compliance regulations. Our user-friendly graphical interface is not only clear but also customizable, providing an in-depth view of activities and enabling comprehensive monitoring of the security across your servers, routers, applications, databases, and websites, ensuring you remain informed about your organization's cybersecurity status at all times.

EzyRez is a comprehensive software solution for reservations, trust accounting, and property management, tailored to address the intricate requirements of modern building managers. Featuring specialized modules for various sectors such as management rights, motels, serviced apartments, real estate, holiday property management, hotels, backpackers, B & B's, and marinas, EzyRez caters to a wide array of property types. Celebrating its 16th year, the software is widely utilized across Australia and New Zealand and is renowned for its unwavering dedication to customer service, backed by a responsive professional support team and ongoing product enhancements. Additionally, it offers integrations with SMS marketing, Microsoft Outlook, and Word, providing seamless functionality. Partnerships with platforms like EzyChannel, SiteMinder, and Levart further enhance its capabilities, while features such as EzyRez Online, TripAdvisor TripConnect, and Google Hotel Price Ads ensure that users can optimize their property visibility and booking efficiency. This multifaceted approach positions EzyRez as a leader in the property management software industry, continually adapting to the evolving needs of its users.

distrib-u-tec serves as a comprehensive ERP accounting solution, enabling seamless access to information from various open protocol applications. This system is designed for efficient data management, allowing for single-entry data input, which subsequently becomes accessible throughout the integrated components of the platform. Real-time updates ensure that sub-ledger information, such as account balances and product availability, is always current. The software reduces the burden of month-end or cut-off tasks, facilitating the posting of entries to any period within the current fiscal year while providing users with control over period closures. All data is stored within a transaction table, making it easy to audit by various criteria such as batch, source, date, and control numbers. A complete audit trail for both GL and inventory transactions is consistently maintained, ensuring transparency. Users can explore every detail of transactions without any hidden information, guaranteeing clarity and comprehensive insight into the underlying data. Additionally, this system enhances operational efficiency by streamlining processes and minimizing administrative overhead.

Three out of four businesses face the threat of computer breaches or hacking incidents. Despite this alarming statistic, a staggering 90% of these organizations rely on critical security solutions that fail to identify such malicious intrusions. Advanced Persistent Threats (APTs), harmful behaviors, viruses, and crypto lockers are capable of bypassing existing security protocols, with no current method able to effectively recognize these threats. Nevertheless, these cyber attacks leave behind traces that signify their occurrence. The challenge lies in identifying these harmful indicators amidst vast data sets, a task that current security tools struggle to accomplish. Reveelium addresses this issue by correlating and aggregating various logs from an organization's information system, enabling the detection of ongoing attacks or harmful activities. As a vital asset in the battle against cyber threats, Reveelium's SIEM can function independently or be enhanced with tools like Ikare, Reveelium UEBA, or ITrust’s Acsia EDR, creating a comprehensive next-generation Security Operations Center (SOC). Furthermore, organizations can have their practices evaluated by an external party to gain an impartial assessment of their security posture, ensuring a more robust defense against cyber threats. This holistic approach not only strengthens security measures but also provides valuable insights for ongoing improvement.