Cloud-based software that simplifies the creation and management of trusts and companies, enhancing the service you provide to your clients while reducing both cost and risk.
Register for a Demonstration Webinar
Company & Trust Module combined
Wednesday 14th April 10AM-10.45AM
AML/CDD Admin
- Capture and report AML/CDD information.
- Manage tasks with an Outlook interface
- Online Signatures with CCH Signatures
- Document Creator
- Workflow Creator
- Easy to use dashboard and navigation
- Report suite