TRUSTprocessor BackOffice

Robust, feature-rich, and flexible foundation accounting software for non-profit trust professionals based on general ledger accounting.
TP BackOffice core includes:
Flexible General Ledger
Robust foundation and pooled fund accounting
Real-time & batch processing
True 'as of' reporting
Unlimited history
Open month and year-end
Strong user security and audit logs
And more...
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Modules to fit your needs

We offer a wide variety of add-on modules that provide additional capabilities to meet your dynamic requirements as your business grows.
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TP BackOffice offers modules for:
Check Writing
CRT Accounting
Asset Allocation
Portfolio Modeling
Spending Plan
Statement Wizard
And more...

Pay only for what you need

We believe you should pay only for the modules you need. As your requirements change, you have the flexibility to add more modules to streamline your operations.

Phased Implementations

No consultants needed

No Installation Needed

Completely thin-client

Modules specifically for
wealth management

Wealth Management CRM

Robust, Wealth Management CRM capabilities to manage and analyze customer interactions with the goal of improving business relationships with clients and COIs, assisting in client retention and driving sales growth.
Comprehensive WM-Specific CRM
Communication Plan Metrics
Core Systems Integration
Marketing Campaign Management
Pre-Fills from Core System
Pipeline Management
Relationship Management Tools
In-depth Reporting
Organization Profiling
Business Intelligence Tool
Relationship Action Planning
Executive & Individual Dashboards

Trust Account Workflows

From Admin & Reg 9 Reviews to Client Due Diligence/KYC/AML Scoring, TNET FrontOffice has workflows to simplify compliance execution and quickly implement new procedures.
Administrative Reviews
Client Risk Rating Management
Quarterly Trade Disclosure Processing
Reg 9 Reviews
Unique Assets
Dashboards for Compliance, Middle & Back Offices
Discretionary Distributions
Activity Tracking
Interactive Alerts
Trade Requests
Notification of Death
Auto Email Communications
Closed Account Management

Sales Workflows

Full life-cycle Wealth Management workflows, from referrals to pipeline, fee exception approvals, sales management, account & client onboarding, custom incentive plans, and service tools to help you deliver value to clients.
Unique Assets
Automated Task Management
CIP/Client Due Diligence
Future Fees/Will Files
Communications Planning & Metrics
Client & Account Onboarding
Incentive Management
New Account Follow-Ups
Fee Exceptions
Core Systems Integration
Advanced Reporting
Business Intelligence
Campaign Management

Enterprise Referrals

Robust, Wealth Management CRM capabilities to manage and analyze customer interactions with the goal of improving business relationships with clients and COIs, assisting in client retention and driving sales growth.
Intelligent Referral Form
Automated Reporting
Incentive Plan Flexibility
Quick and Easy
Do Not Call Compliance
Plan Gaming Prevention
Pre-fills from Core Systems
Referral Aging Alerts
Matching to New Accounts
Auto-Routing to Recipients
Administrator Module
Payout Automation

Donor Portal

Give your donors convenient online access to their accounts wherever they may be through and internet browser-based donor portal.
With TPonline, your donors can have a convenient way to: 
Review their holdings and transactions
View or print reports and historical statements
Communicate through a secure memo
Give login access to an authorized third party
Change their own password
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Who uses TRUSTprocessor BackOffice?

Family offices use TNET to keep accounting records for family members. Assets are typically held in individually registered broker accounts and sometimes in investment partnerships.

TNET handles the partnership accounting using a unitized valuation method, including nested partnerships, and prepares statements to consolidate multiple broker accounts and other assets.

For family offices that want software to prepare Balance Sheet and Income Statement reports in addition to a traditional trust statement, please see our TRUSTprocessor software.
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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.
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Take control with greater flexibility

Discover the power and flexibility of HWA's innovative suite of trust accounting software solutions and services.
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