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TAMS Software

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TAMS Software Trust Accounting Mini System

TAMS offers smaller offices, start ups and de novos, who may not need a robust core system such as TrustNet, the opportunity to purchase a slimmer version of the software. TAMS includes all of the core functions of TrustNet. We offer a wide variety of add-on modules that can provide additional capabilities according to your specific operations. We believe you should only pay for the modules that you need. As your requirements change, you can add more modules to streamline your operations.
  • Asset Allocation
  • Check Writing
  • Document Imaging
  • NAV Calculator
  • Performance
  • Quick Query
  • Total Portfolio Modeling
  • And many more...

What types of offices use TAMS?

Bank trust departments use TAMS to offer trust and agency services to the community. Typical departments will have a wide variety of accounts and asset types. While most bank trust departments use an omnibus custody structure, we can also work with offices that use individually registered custody accounts.

TAMS provides reporting for clients, investment managers, the IRS and examiners. Offices under $10 million under management or under 40 accounts qualify for TAMS.

Trust companies sometimes offer services to a broad range of account types and sometimes are focused on certain narrower account types. We work with some trust companies that use omnibus custody structure and others that use individually registered custody accounts.

TAMS provides reporting for clients, investment managers, the IRS and examiners. Offices under $10 million under management or under 40 accounts qualify for TAMS.

Special Needs Trust offices use TAMS to write checks, account for fund balances, and prepare reporting for clients. Most special needs trust offices use a pooled fund approach with one or more pools, each account participating in only one fund.

TAMS does the accounting for the pooled fund, writes checks, does bank reconciliation and prepares statements for clients. Offices under $10 million under management or under 40 accounts qualify for TAMS.

Offices that start with TAMS can apply 100% of their license investment to a later upgrade to the full TrustNet software as their firm grows. This makes it an easy choice to get started with budget-friendly software and a painless upgrade when the time is right.

Offices under $10 million under management or under 40 accounts qualify for TAMS.

Law offices that use TAMS sometimes specialize in probate work, and sometimes are serving as a multi-family office. Custody is almost always with individually registered accounts.

Offices under $10 million under management or under 40 accounts qualify for TAMS.

What makes us different

HWA International is based on delivering exceptional customer service and support. We provide multiple training options to educate your staff on software features, training options and assistance on your current products. Our clients receive periodic updates with enhancements based on suggestions from clients and prospects – because our clients have a say in future development and planning.

Our philosophy is simple. We develop personal relationships with our clients, listening to their needs and desires, then find a solution that will work best. Clients can choose from any of our existing add-on modules or we can customize our system to your needs.

Request a personalized demonstration.

We bring a personal and effective approach to every client,
which is why our clients love us.