I'd like to know more about this software.
Over 65% of the TRUSTprocessor client base is foundations, and most of our new development will be optimized for foundations. The software includes modules for pooled funds, beneficiary checks, expense checks and spending plans. Accounts can also hold individual assets, either marketable or non-marketable. Common account types are investment agencies,CRUTs, CRATs, chartiable gift annuities, revocable trusts, estates and endowment accounts.
TRUSTprocessor prepares reporting for beneficiaries, board committees, auditors and the IRS.
TRUSTprocessor is a good choice for family offices that want software to prepare Balance Sheet and Income Statement reports in addition to a traditional trust statement. Offices that don't need a Balance Sheet and Income Statement will find more ease of setup and customizing in our TrustNet softrware.
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.
We bring a personal and effective approach to every client,
which is why our clients love us.