The all-in-one platform for managing multi-asset portfolios
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ROI CALCULATOR - TAKES LESS THAN 2 MINUTES
How much could you save with bookkeeping automation?
For trust companies struggling with manual bookkeeping. Answer just 3 questions about your current scope to generate an annual cost saving estimate. Fill in advanced options for additional efficiency metrics.
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Save up to 80% of bookkeeping time
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Automate 70% of transaction postings
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Reduce error-driven write-offs
Quick ROI Assessment
Adjust the sliders to your own bookkeeping scope
Custodians and Accounts*
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