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TRUSTprocessor
Add-On Module Overview

Crescendo Interface

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FUNCTION:


The Crescendo Interface exports information from the TRUSTprocessor database into a file layout format for each party that can then be imported into the Crescendo Interactive Gift Annuity Administration module.

Specific annuity information, donor information, and beneficiary information will be exported.

You can export for any combination of these criteria:
 
  • all accounts, single accounts or SEL (which is a user-defined account group)
  • a specific annuity type (or all annuity types)
  • a specific annuity class (or all annuity classes)
 

BENEFITS:

The Crescendo Interface adds value to the core system by …

     
  • greatly reducing the time it takes to share information with another software program.
     
  • eliminating the chance of human error through bypassing data input.
     
  • allowing you to electronically send information to Crescendo. website.