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 Office 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 with less than 25 users who need specialist entity management software with essential features. No infrastructure required and scales with your business
Features
- Entity management
- Time recording and billing
- Practice management
- Risk management
- Power Platform
- Client Accounting
- Final accounts
- SharePoint integration
- Payments and Banking
- Workflows
- FATCA/CRS
- Client Portal
Alternative fund administration
-
- Fund profile and investment structure
- Capital calls and distributions
- Waterfalls and equalisations
- Performance reporting
Ecosystem bolt-ons
-
- Other Ecosystem integrations
- RegConnect integrations
Support
- Self-service onboarding
- Training videos
- Customer Hub access
- Monthly service pack
- Named account manager
- Quarterly account meetings
Standard
For medium-sized organisations up to 75 users. Entity management with additional and accounting features. No infrastructure required and scales with your business.
Features
- Entity management
- Time recording and billing
- Practice management
- Risk management
- Power Platform
- Client Accounting
- Final accounts
- SharePoint integration
- Payments and Banking
- Workflows
- FATCA/CRS
- Client Portal
Alternative fund administration
-
- Fund profile and investment structure
- Capital calls and distributions
- Waterfalls and equalisations
- Performance reporting
Ecosystem bolt-ons
-
- Other Ecosystem integrations
- RegConnect integrations
Support
- Self-service onboarding
- Training videos
- Customer Hub access
- Monthly service pack
- Named account manager
- Quarterly account meetings
Premium
Full functionality for larger organisations, including integration into partner ecosystem applications. As always, no infrastructure required and entirely scalable
Features
- Entity management
- Time recording and billing
- Practice management
- Risk management
- Power Platform
- Client Accounting
- Final accounts
- SharePoint integration
- Payments and Banking
- Workflows
- FATCA/CRS
- Client Portal
Alternative fund administration
-
- Fund profile and investment structure
- Capital calls and distributions
- Waterfalls and equalisations
- Performance reporting
Ecosystem bolt-ons
-
- Other Ecosystem integrations
- RegConnect integrations
Support
- Self-service onboarding
- Training videos
- Customer Hub access
- Monthly service pack
- Named account manager
- Quarterly account meetings
Features
Alternative fund administration
Ecosystem bolt-ons
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!
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Speak to us about our Enterprise software.