Lower complexity
Lower cost
Lower risk
Future-proof
TrustQuay Online is the game-changing corporate services and trust administration Software-as-a-Service (SaaS) solution from TrustQuay, powered by Microsoft Dynamics 365 Business Central.
It is the only cloud-native and fully-digital entity management, client accounting, general ledger and practice management platform within this market. TrustQuay Online accelerates digitalisation and drives automation to differentiate your business.
The Benefits of TrustQuay Online
Lower complexity
Browser access any time, anywhere, on any device with Microsoft 365 interoperability
Lower cost
No separate infrastructure, pre-requisites or specialist software to purchase, maintain and upgrade
Lower risk
Microsoft infrastructure, bringing peace of mind around disaster recovery, data integrity and information security
Future-proof
TrustQuay’s best-in-class corporate services and trust administration functionality –automatically updated on a regular basis
Delivering on every step of your digitalisation journey...
Consolidate
See a ‘single source of truth’ for all your client and enterprise data, so you can always find the information you need
Regulate
Our unrivalled experience means that complying with global and local requirements is efficient and painless
Automate
Rich functionality and easy navigation means all your client and enterprise data is only a click away
Differentiate
Differentiate your business from your competitors with new and enhanced digital services that drive revenues and growth
The TrustQuay Difference
TrustQuay Online is the only fully cloud-native software platform that innovates within this market by accelerating digitalisation and driving automation to differentiate your business.
Find the right tier for you
Essentials
Ideal for smaller organisations who need specialist entity management software with essential features. No infrastructure required and scales with your business.
Features
- Entity management
- Time recording and billing
- Risk management
- Compliance
- Practice accounting
- Client accounting
- Transaction monitoring
- Payments and Cash transaction interface
- AEOI (inc. CRS/FATCA)
- Data partitioning
- Data approvals
- Final accounts
- Security transaction interface
- Statement reconciliation
- Fee sweep
- Workflows
- Client portal
Microsoft 365 Integrations
- Excel
- Teams
- Outlook
- OneDrive
- Power BI
- Power Automate
- SharePoint
Ecosystem bolt-ons
-
-
-
- Various Ecosystem integrations
- RegConnect integrations
Alternative fund administration
-
- Fund profile and investment structure
- Capital calls and distributions
- Waterfalls and equalisations
- Performance reporting
Support
- Self-service onboarding
- Data migration tooling
- Training videos
- Customer Hub access
- Monthly service pack
Standard
For medium-sized organisations who want entity management with additional features and client accounting capabilities. No infrastructure required and scales with your business.
Features
- Entity management
- Time recording and billing
- Risk management
- Compliance
- Practice accounting
- Client accounting
- Transaction monitoring
- Payments and Cash transaction interface
- AEOI (inc. CRS/FATCA)
- Data partitioning
- Data approvals
- Final accounts
- Security transaction interface
- Statement reconciliation
- Fee sweep
- Workflows
- Client portal
Microsoft 365 Integrations
- Excel
- Teams
- Outlook
- OneDrive
- Power BI
- Power Automate
- SharePoint
Ecosystem bolt-ons
-
-
-
- Various Ecosystem integrations
- RegConnect integrations
Alternative fund administration
-
- Fund profile and investment structure
- Capital calls and distributions
- Waterfalls and equalisations
- Performance reporting
Support
- Self-service onboarding
- Data migration tooling
- Training videos
- Customer Hub access
- Monthly service pack
Premium
Full functionality for larger organisations, including integration into partner ecosystem applications. No infrastructure required and scales with your business.
Features
- Entity management
- Time recording and billing
- Risk management
- Compliance
- Practice accounting
- Client accounting
- Transaction monitoring
- Payments and Cash transaction interface
- AEOI (inc. CRS/FATCA)
- Data partitioning
- Data approvals
- Final accounts
- Security transaction interface
- Statement reconciliation
- Fee sweep
- Workflows
- Client portal
Microsoft 365 Integrations
- Excel
- Teams
- Outlook
- OneDrive
- Power BI
- Power Automate
- SharePoint
Ecosystem bolt-ons
-
-
-
- Various Ecosystem integrations
- RegConnect integrations
Alternative fund administration
-
- Fund profile and investment structure
- Capital calls and distributions
- Waterfalls and equalisations
- Performance reporting
Support
- Self-service onboarding
- Data migration tooling
- Training videos
- Customer Hub access
- Monthly service pack
Features
Microsoft 365 Integrations
Ecosystem bolt-ons
Alternative fund administration
Support
Find out more about TrustQuay Online and
Book a Demo
Use this contact form to get in touch and we’ll be in touch immediately to demonstrate TrustQuay Online.
Selecting a Demo Date is optional, but if would like to schedule some time on a particular day then please do indicate that here and our team will do their utmost to accommodate your request!
Want even more?
Speak to us about our Enterprise software.