TRUSTprocessor FrontOffice

Innovative CRM, workflow, and compliance software built for foundations & non-profit trust professionals.
All-in-one system includes:
Donor Relationship Management
Workflows and onboarding for new donors
Workflows and multi-level approvals for fund/trust operations
Core accounting system integration
Compliance workflows
And more...
Book a Demo Today

Modules specifically for
wealth management

Donor Development CRM

Robust, Donor Development 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
And more...

Trust Account Workflows

Fully customizable trust and wealth management workflows covering the full-life cycle of client operations.
Sales pipeline management
Account onboarding
Fee exceptions
Unique assets
Discretionary distributions
Activity tracking
Trade requests
Automated emails
Notification of death
Closed account
Interactive alerts
And more...

Compliance Workflows

Suite of fully customizable workflows to simplify compliance and risk management execution.
Client risk scoring
CIP/Client due diligence
AML screening
Administrative reviews
Reg 9 reviews
Multi-leveled approvals
Notification of death
Advanced intelligence reporting
And more...

Manager Dashboards

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.
Executive & Individual customizable dashboards
Sales pipelines
Assets under management
Top accounts by market value
Top product families
Recurring fees sold
Top referral sources
Closed account reasons
Top tasks performed
New accounts per month
And more...

Customizable workflows for donor management

Simplify compliance execution and quickly implement new procedures with integrated workflows.
Request Demo
Workflows for:
Donor and account onboarding
Automated task management
Unique assets
Closed accounts
And more...

Flexible, swift, custom configurations

TP FrontOffice is built on Java technologies for ultimate flexibility with unlimited configurations.

Phased Implementations

No consultants needed

No Installation Needed

Completely thin-client

Who uses TRUSTprocessor FrontOffice?

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.
Request Demo
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.
Request Demo

Take control with greater flexibility

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