Solution introduction
Streamline Operations and Workflows Across Trust, Brokerage, and Wealth Management
TrustWealthX empowers financial services firms to effortlessly manage and report on brokerage, wealth, and trust businesses through a unified platform
Our innovative solution ensures that trust officers, financial advisors, and their clients benefit from a seamless, integrated experience with consistent, real-time data.
Given the requirement to account for principal and income separately, trust accounts have traditionally been separate from non-trust brokerage and wealth accounts. This separation has created siloed processing, reconciliation challenges, and a fragmented view of a family’s total wealth. TrustWealthX leverages the DataXChange to address these issues by providing a comprehensive view of positions and balances across all accounts.
