Integration


	Products
	Portfolio Insight
	Investor Portal
	Adviser Practice Management
	Home Office Management
	Integration
	Imaging System
	Client Books and Records
	Security Master
	Data Aggregation
	Corporate Actions
	Portfolio Accounting
	Performance Reporting
	Reports and Statements
	Models and Balancing
	Fee Schedule
	Commissions
	Compliance
	Enterprise Data Warehouse

Integration

At the core of TrustFort’s products is the integrated data platform. This platform unifies all the data viz. Account registration, Client information, Householding, Account positions, Account transactions, Securities, Information, Security classifications, Portfolio performance, Benchmarks, Models, Fee Schedules, Compliance rules, Commission rules, Documents, Imaging and Account Opening workflows. Our operations team work non-stop 24 / 7 ensuring the data integrity across all aspects of your client data on this platform. What we provide is a very high quality enterprise data warehouse that truly gives you complete location transparency of assets across all the custodians and data sources in which you have your client assets invested.