Delivering a personalised digital experience across the client journey by allowing your clients to securely access their information anywhere, anytime, on any device

TrustQuay Portal is our latest product that seamlessly connects clients with front-office and back-office processes alike bringing efficiency and service benefits across the board.

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Connect

Keep in touch with your client - anytime, anywhere, any device

Share

Maintain a unified approach on delivering success across the client journey

Streamline

Enhance your operational efficiency wherever the touchpoints occur

The TrustQuay Difference

Intuitive yet advanced, TrustQuay Portal works seamlessly with your existing client data to enable a digital end-client experience rapidly.

Designed for Digitalisation

Always on; always connected - prepare for digital transformation by empowering your clients digital life

Go beyond integration - the TrustQuay Portal offers a unique client view into our flagship administration products, TrustQuay 5Series and TrustQuay NavOne

Spend more time engaging with clients and less worrying about information silos

Connect experiences with process

Give your clients a single view by involving them in a unified view of their wealth structures common across all touchpoints

Create a cohesive and intuitive communication process based upon the latest technology

Immediately inform clients of changes or requirements

Flexibility where you need it

As part of the TrustQuay digital ecosystem, partner solutions are integrated into the portal

With a future-proof platform, the TrustQuay Portal can grow alongside your needs

Intuitive and configurable to suit any scale of operation

Computer screen iphone and tablet with portal running

We’ve designed the TrustQuay Portal to reflect not just industry best practice, but to truly allow clients to feel engaged, informed and educated.

Adrian Akers
Global head of Strategy and innovation

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Key Features

With TrustQuay Portal you will benefit from a fully tailored client-facing system that joins front office to back office. Driven by the latest technology, you will gain access to

Friendly home page

View online invoice summary

View breakdown of charges

Document downloads

Entity information

Banking functions

Notifications

General information

Automated billing administration

Share register tab view

Action requests

Full branding