Alternatives to TotalTrust
Compare TotalTrust alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to TotalTrust in 2026. Compare features, ratings, user reviews, pricing, and more from TotalTrust competitors and alternatives in order to make an informed decision for your business.
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1
Verity
VRC Insurance Systems
Verity by VRC Insurance Systems is an all-in-one policy administration system for property and casualty insurance markets. Designed to help meet the business needs of program administrators, managing general agents, and carriers, Verity helps streamline processes, and bridge the gap for the remote workforce. Core features include quoting, policy issuance, automated renewals, claims administration, ad hoc reporting, surplus lines, fiduciary accounting, agent/insured/carrier portals, task management, API access, third-party integrations, hosted and self-hosted solutions, and more. Additionally, VRC specializes in custom software development and onboarding services like training, data conversion, and system configuration that are all designed to make your transition as smooth as possible. Contact VRC today to schedule and introductory call and free demo.Starting Price: $150/user/month -
2
PayProp
Humanstate
PayProp is an automated transactional platform for real estate agents that is both easier to use and more powerful than existing solutions offered by banks and traditional software vendors. We hit upon the idea of PayProp in 2004 when confronted with the complexity, fragmentation and lack of trust surrounding payments in the residential rental market. Building on GivenGain’s processing platform, we delivered a solution that automatically and securely collects payments from tenants and seamlessly pays all property owners, third parties and agents’ commissions – directly into their bank accounts. PayProp eliminates inefficiencies in back-office operations, lowers administrative costs per transaction and applies leading technologies to automate entire process cycles. PayProp’s advanced technology enables property managers to collect and make fully reconciled payments. -
3
Soluno
Devlos Software
Soluno is a cloud-based accounting and billing software designed to accelerate law firms. With a full, easy-to-use suite of time/expense entry, billing, accounting, trust, and reporting features, law firms get everything they need to master their business. Work more efficiently and maximize productivity with Soluno's best-in-class trust accounting, billing, usability, value, and 5-star customer support. Soluno offers 100% free data conversions from 14 of the industry's most common solutions.Starting Price: $49 per month per user -
4
AccountAbly
AccountAbly
AccountAbly is a revolutionary business-to-customer SaaS application which automates the most arduous aspects of fiduciary accounting. It assists fiduciaries in limiting liability in relation to the conduct of their duties in the administration of an estate , guardianship, or trust. It dramatically reduces costs associated with compiling vouchers and assembling data for presentation to courts and beneficiaries. It will increase the efficiency of the Estate and Trust legal system by expediting the retrieval of vouchers in the event of a legal query. Most importantly, the application will increase transparency and improve beneficiary trust in the conduct of their fiduciary.Starting Price: $9.99 per month -
5
Trust Accountant Cloud
Delta Data
Secure, reliable, and full-featured, Trust Accountant helps simplify the accounting for estates, trusts, guardianships, and investment portfolios. Created by Delta Data, this comprehensive real-time fiduciary accounting software solution provides a robust set of features that include cash sweep, pooled fund accounting, accrual account, dual authentication, encrypted sessions, tax code edit, income tax report, asset gain and loss reports, security pricing, and more.Starting Price: $100 per month -
6
fi360 Toolkit
fi360
Fi360 empowers financial intermediaries to use the Prudent Practices® to profitably gather, grow and protect investors’ assets with a fiduciary standard of care. Our training, technology and analytics make implementing a prudent process for all clients easier at every step. From fiduciary basics to thorough mastery, our learning and development programs are designed to empower finance professionals with the knowledge they need to effectively serve all clients and grow their businesses. Our software and technology solutions enable investment professionals to strengthen client relationships and win more business with a repeatable, prudent process that is easily managed and documented. We give our clients a look under the hood with our fiduciary-focused data and analytics solutions, including custom reports and analysis that can be used in marketing materials and presentations to demonstrate a prudent process. -
7
eRFP
InHub
Make your next request for proposal (RFP) fast, smooth, and efficient. As a trusted RFP concierge, InHub LLC’s leading Investment Consultant eRFP platform allows investment fiduciaries to complete the RFP process cost-efficiently. Using our robust eRFP technology, users can efficiently create a customized RFP questionnaire, submit the questionnaire to chosen candidates, evaluate proposals side-by-side, take notes online, and document the entire process for a fiduciary audit file. With InHub, you can speed up the RFP process while reducing risk and cutting costs.Starting Price: $1000.00/one-time -
8
Orion
Orion Advisor Technology
Success looks different for every firm. We have experience implementing technology for a range of different needs to help advisors of all business models fulfill their fiduciary responsibilities. We think beyond technology to deliver an experience that pushes the limits of your success, driving you to innovate, disrupt, and win for years to come. Success looks different for every firm. We have experience implementing technology for a range of different needs to help advisors of all business models fulfill their fiduciary responsibilities. Build an unrivaled tech stack with 100+ integrations. Trust your data with daily, domestic reconciliation. Collaborate through a multi-channel client experience. Trade efficiently with a tax-intelligent rebalancer. Create personalized SMA investment portfolios. Get paid faster with custom fee and payout schedules. -
9
Coinbase Custody
Coinbase
Coinbase Custody operates as a standalone, independently-capitalized business to Coinbase, Inc. Coinbase Custody is a fiduciary under NY State Banking Law. All digital assets are segregated and held in trust for the benefit of our clients. Dedicated on-chain addresses secured by Coinbase’s battle-tested cold storage. The industry’s leading insurance policy. We undergo regular financial and security audits by external firms. As many funds act as a fiduciary to their investors, earning rewards through Delegated Proof of Stake (staking) activities has always been difficult due to risk. As the first custodian to offer staking from safe, offline storage of assets, Coinbase Custody changes this calculus. Much like Coinbase Custody is enabling safe staking for the first time, participating in governance activities like voting on protocol measures is now possible while assets are kept offline. We currently offer support for Maker Governance, with support for more networks coming soon. -
10
Trust & Will
Trust & Will
Trust & Will is an online estate-planning platform that enables individuals and families to create legally binding documents, such as wills, trusts, guardianships, and powers of attorney, via an intuitive, guided interface. Users answer straightforward questions about their assets, family structure, and wishes, and the system generates custom legal documents in minutes. The platform also supports browser-based storage of documents, secure sharing with selected individuals and attorneys, and ongoing updates as life circumstances change. With a focus on accessibility, Trust & Will helps users manage end-of-life planning without the expense or complexity of traditional law-firm engagements. Our platform is designed for self-service, but our customer support team is available to guide you every step of the way.Starting Price: Free -
11
ForUsAll
ForUsAll
Our technology, automation, and deep ERISA plan experience add up to a 401(k) that removes work and liability from your plate. Now, that’s a benefit. We automate manual tasks such as contributions, 401(k) loans, eligibility tracking, hardships, and notifications – so your team can focus on your business. Payroll problems are the worst. We run every payroll, for each employee, through 44 unique diagnostic checks to find and resolve issues – before they become issues. Keep track of your plan’s overall health, including audit-readiness, with a comprehensive dashboard that includes all critical plan documents. To keep your plate free of compliance risk, we provide full administrative and investment fiduciary protection (aka 3(16) and 3(38) fiduciary services). Our plan administrator reviews, signs, and submits your form 5500. We carry a $5M professional liability insurance policy for our ERISA fiduciary services. -
12
Troika Accounting
thewealthworks
Powerful trust accounting software capable of managing the accounts for trusts, estates, deputyships, companies, partnerships, foundations, funds and other entities. Trust accounts production with full fund accounting records and straightforward sub-fund accounting. Automated processes to save time managing repeating transactions, dividends and price file imports. Configurable tax functions for CGT, VAT and Income along with standard exports for easy completion of the SA900. Integrated functionality for probate, estate administration and Court of Protection to manage all your private clients. Full foreign currency accounting as standard with automatic recalculation of all ledgers and balances. Multi-company, multi-funded, multi-currency and multi-manager functionality. -
13
Dingosoft Trust Accounting
Dingosoft
Dingosoft Trust Accounting is the only mainstream ERP trust accounting solution on the market. Developed with the Sage 300 Software Development Kit, it is a true, fully integrated Sage 300 module with all the standard ERP features and functionality. So get rid of all those add-ons and small niche products because now everyone can use a true mainstream ERP accounting system with trust accounting functionality built in. Dingosoft Trust Accounting is a Sage 300 ERP module which meets the needs of Law Firms, Accounting Firms, Real Estate Agencies or any other profession where clients funds are held in escrow and need to be accounted for. Trust Accounting provides a comprehensive multi-user, multi-currency Trust Ledger and handles receipts, payments, transfers and adjustments. Seamless integration with Sage 300 ERP Bank Services enables trust bank account reconciliation including importing of statements for automatic reconciliation. -
14
Winbiz
FIDUCIAL WINBIZ SA
Created in 1992, Winbiz offers a comprehensive software solution dedicated to Swiss SMEs and micro-enterprises. It integrates accounting, invoicing, payroll management, inventory, and other essential functions, all within an all-in-one platform. This solution meets the needs of businesses across all sectors, ensuring structured, reliable management that complies with Swiss requirements. Over 50,000 clients and 1,000 fiduciary and IT partners in Switzerland have already trusted Winbiz, which boasts the largest network of local partners. Customer support, based in Switzerland, provides high-quality assistance and fast responsiveness for local entrepreneurs. With over 30 years of expertise, Winbiz is a recognized standard in Switzerland, supporting the local business environment and offering practical tools for efficient administrative management. Our software is specifically designed for SMEs and micro-enterprises, providing each business with a solid foundation for optimal managementStarting Price: 72 CHF/user -
15
MAUI
Infovisa
Our full suite of products and services all starts with MAUI®. The engine of our trust accounting platform, MAUI was designed to make trust professionals’ jobs easier. With an intuitive design and powerful, real-time reporting, more and more trust professionals are relying on MAUI to power their growth and meet clients’ needs. We built the most advanced trust accounting application from the ground up. And we keep building. Using constant feedback from users, we’ve created modules that can be added onto the MAUI platform, giving you a robust, scalable, customized solution that helps you take care of your customers. The Infovisa Client Portal is our online portal for you and your clients. Your customers can customize dashboards and view reports to get the information they need in a way that makes sense to them. Customers can also download statements, reducing printing and mailing expenses. -
16
FASTER
FASTER Systems
FASTER Systems provides Court Accounting, Estate Tax and Gift Tax Software and Preparation Services to help today’s trust and estate professionals meet their compliance requirements. FASTER ASP Software is our cloud-hosted, fully integrated software for court accounting, estate tax and gift tax return preparation. Designed and developed by industry professionals for industry professionals. FASTER Accounting Services provides court accounting preparation services and estate tax preparation services to law firms, accounting firms, trust companies and banks on a fee for service basis. FASTER Accounting Services provides the personnel and expertise to minimize the time and resources spent complying with local court rules. Using our state-of-the-art accounting system, FASTER, accountings are prepared in a timely manner with little effort on your part. You provide copies of the transaction history and other requested documents and FASTER Accounting Services takes care of the rest. -
17
InnoTrust
Innovest Systems
Innovest’s flagship product, InnoTrust, offers a dramatically better way to support the accounting and reporting needs of trust companies, banks, private banks, retirement plan administrators, and others that need to control, account for and report on assets held in trust, wealth, and retirement accounts. We are web services/API enabled, allowing seamless third-party software and internal program compatibility, topped with easy access to customer data through the user-friendly navigation. We provide a full suite of portfolio management tools including rebalancing, trade blotters, trade order management, and integrated performance reporting. Full principal, income, and tax lot accounting services, along with cost basis tracking and a Tax Reporting functionality that includes system-generated 1099s, 5498s, and tax worksheets. Includes exception tracking, configurable questions and answers, and follow-up tickler tracking. -
18
Sustainable Platform
Sustainable Platform
Software that allows fund managers to measure and help construct authentically sustainable investment portfolios. Sustainable Development Goal and Climate Alignment on any company and portfolio for CIOs and institutional investor benchmarking, peer comparisons, finding new investment opportunities and presenting the insights to clients. Used by quant funds, global equity, micro-equity, ratings agencies and research houses to better align and receive the most material ESG and SDG data that is intuitive, aligns with fiduciary duty and can be for portfolio construction, benchmarking and reporting. -
19
Accounto
Accounto
Digitize document processing and optimize client management so that you can focus on consulting activities. Effortless accounting, cooperate with your advisor so that you can concentrate on your core business. Accounto drastically simplifies the cooperation between SMEs and trust companies. SMEs upload their receipts to Accounto. The sent documents are automatically classified and assigned. Both SMEs and advisors have access to the documents at any time and can work together intuitively and optimally via our platform, where everything is stored audit-proof. With our innovative software products, we reduce complexity and introduce the fiduciary industry into the digital age. We make existing processes more effective and efficient and simplify cooperation. This makes advisors fit for the future and allows SMEs to focus on their core business. Administration done instantly, with automatic recognition of all documents. -
20
Broadridge Investment Accounting
Broadridge Financial Solutions
Broadridge Investment Accounting is an award-winning software solution that includes a global asset class, multi-currency, and real-time platform with professional accounting services to create investment book of record. Cost-effective and highly intuitive, this solution delivers comprehensive, accurate, and timely information and visualization to support compliance, trading, fiduciary oversight, and other crucial investment management functions. Core features include accounting and cash management, custodial and market data integration, integrated general ledger, managed service delivery, among others. -
21
Sandbox Wealth
Sandbox Wealth
Sandbox Wealth is a unified, enterprise‑grade fiduciary banking platform that centralizes cash management, credit, and analytics for families, business owners, investment advisors, and family offices. It provides custom liquidity rails by integrating complex financial data with banking partners and lenders, offering above‑market interest on cash, streamlined access to credit, and transparency into both liquid and illiquid assets. Users gain robust enterprise‑grade reporting, next‑generation banking insights powered by “Sandbox Navigator” AI, simplified underwriting workflows with a system‑of‑record for lender reporting, and a holistic platform to manage spending, saving, and analytics across personal and business accounts. Future roadmap includes late‑2025 launch of deposits (individual, joint, business checking and savings, multi‑currency global deposits, remote check deposit), virtual and physical cards, and mobile wallet integration. -
22
LeanLaw
LeanLaw
LeanLaw is the financial operating system built for law firms that administrators and attorneys use to ensure everything billable is being captured, money flows through the firm properly and reports are always run-ready. With LeanLaw, information is always accessible and transparent, so firms can operate in a seamless way from anywhere and maximize firm profitability using any practice model. Our cloud-based legal billing software has realtime 2-way integration with Quickbooks Online. Features include custom client invoices, faster payments, & more. - IOLTA Trust Accounting - Reporting & Compensation Tracking - Cloud-Based Billing Software - Complete Matter Management - Timekeeping & Expense Tracking - Superior Customer ExperieneStarting Price: $40/month/user -
23
TrustBooks
TrustBooks
Easy to follow workflows built for law firms so you know exactly what to do. Integrations with the leading software in legal technology to save you time and resources in running your law firm. Software designed specifically for attorneys to help you easily manage all your law firm’s accounting needs. Avoid duplicate data entry with online banking and legal software integrations. Effortlessly move funds from trust account to operating account. Automatic Three-Way Reconciliations to maintain state bar compliance for your trust account. Automatically maintains client ledgers when recording activity to your trust account. Built-in controls (like never bringing a client balance into the negative) to keep you compliant with your state bar. Three-Way Trust Reconciliations that are automatically generated with each reconciliation.Starting Price: $49 per month -
24
Altoo
Altoo
Altoo Wealth Platform empowers wealthy individuals, single- and multi‑family offices, trusts, foundations, private bankers, and asset managers to seamlessly consolidate and interact with all aspects of their total wealth in a simple and intuitive way. It aggregates transaction and portfolio data, bankable and non‑bankable assets, from over 500 custodians and 3,000+ non‑custody banks, plus market data and private equity/dividend info, delivering fully automated reconciliation, matching, and daily-updated performance and allocation insights. It visualizes 40+ asset types and tracks liabilities, rental income, collectibles, real estate, and private investments while allowing the attachment of documents and images to assets. Intelligent reporting features include customizable dashboards, dynamic charts, watchlists, and automated alerts on allocation drifts, balances, gains/losses, and threshold events.Starting Price: Free -
25
Zoe Financial
Zoe Financial
Zoe Financial is a modern digital wealth management platform that provides a unified experience for clients and financial advisors by enabling seamless onboarding, investment account opening, funding, and portfolio management with a focus on delivering smarter financial outcomes. It connects users with vetted independent fiduciary financial advisors and supports digital account setup in minutes, eliminating paper forms and simplifying cash and investment transfers. Once accounts are open, Zoe’s technology supports features such as automated portfolio rebalancing, intelligent tax-management strategies like tax-loss harvesting, direct indexing, and fractional share trading to help optimize after-tax returns and maintain target allocations. Zoe’s Model Marketplace gives access to portfolios and investment strategies from established global asset managers, and the system delivers tools for tracking performance and managing accounts collaboratively between clients and advisors.Starting Price: Free -
26
LearnLux
LearnLux
LearnLux is the leading workplace financial wellbeing provider that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. LearnLux's award-winning program equips employees with a financial plan to guide them through decision points like budgeting, paying down debt, electing benefits, understanding equity compensation, starting a family, buying a home, saving for retirement, and more. Advanced reporting keeps our partners in the know, and drives results like reduction in financial stress, increased productivity, reduced employee turnover, greater use of pretax products, on-time retirement, and healthcare savings. LearnLux members feel great about their money, allowing their work and wellbeing to thrive. -
27
Brief Accounting
Brief Legal Software
Brief Accounting has been the goto legal Mac billing solution for over 25 years. Brief Legal Software has established a reputation for providing excellent software solutions combined with outstanding technical support. Whether you are a solo practitioner, a large firm, or somewhere in between, Brief Accounting is the billing and accounting solution that will work for you. Brief Accounting is composed of Billing, Trust Accounting and Office Accounting, which are distinct yet fully integrated with one another to eliminate duplicate entry and reduce errors. Though Billing, Trust and Office Accounting are tightly integrated, they can be purchased separately, so you only need to purchase the modules that you require. Brief Billing handles everything from slip entry to running prebills, editing slips, finalizing invoices and tracking your accounts receivable. -
28
Resly
Resly Solutions
Combining the latest technology and simplified trust accounting, wrapped up in a beautiful and easy to use software system. Live trust account bank feeds. Direct trust account bank feeds from over 30 Australian banks makes reconciliation a breeze. One-click end of month. End of month headaches are a thing of the past, our process is simple, fast and painless. Secure cloud storage. Access your reports and statements anytime, anywhere, utilizing our secure cloud storage feature. No need to back-up your computer. We’ve got your back, even if it means working weekends. Get support when you need it, with Resly you will have access to support like no other. Use our self-help guides, live chat facility or jump on the phone, 7 days a week. All in one solution. Resly Connect provides a seamless channel manager connection feeding through to over 100 websites and suppliers, including all the big names like booking.com, Agoda, Expedia and Airbnb.Starting Price: $30 per month -
29
eVAULT
NJ Technologies
NJ Technologies expertise lies in digital transformation, IT services and providing business solutions. Our aim is to provide quality technology solutions to a wide range of business domains. We enable clients to do business in a better way by leveraging our business knowledge & technological expertise in different areas like mobility, cloud computing, big data, and innovative automation tools. We are partners and co-innovator with our clients to achieve their business goals in a seamless way. At NJ Technologies, we are keen to adopt the latest and the best practices from the industry in delivering solutions that really work for businesses. Any Fiduciary company providing management services to Global1, Global2, Global Schemes, Private Equity Funds, Trust, Foundation, Limited Partnership & PCC. A web base solution that unable the administrator to provide their client access to all documents online. -
30
i-Trust
Golden Omega
i-Trust: Trust Accounting software audit tested, audit trail, subsidiary ledgers. It is designed for trust account management for anyone having client trust accounts. An automated version of a client ledger with a simplified, intuitive record keeping interface of unlimited client trust funds since 1988. i-Trust offers full automation and flexibility while maintaining a strict audit trail of all transactions. Strict data integrity maintained with superior database maintenance utilities to better follow and ensure trust accounting principles.Starting Price: $1895.00/one-time/user -
31
Transamerica Retirement Solutions
Transamerica
We focus all of our expertise and resources on one critical mission: to help people save and invest wisely to live the life they want. How? By making it easier for organizations to extend valuable benefit programs to their employees. Not only do we streamline administrative responsibilities and ease fiduciary obligations, we make it more attractive for employees to take full advantage of all the program has to offer. We are dedicated to helping participants achieve a funded retirement. Leveraging proven approaches and innovative tools, we try to motivate them to enroll early, to save more, and to diversify easily. And throughout retirement, we provide resources that allow them to manage their retirement income. -
32
MomentumTRUST
Momentum3
When you log into MomentumTRUST you are presented with a dashboard displaying real-time portfolio snapshots of key account factors. The dashboard is designed to help you strategically plan your day. Integrated with trading software, the dashboard pulls transactions and pricing to provide users with real-time valuations of all customer accounts. The social network style lets users leave notes on almost any entity and track those over time. MomentumTRUST’s built-In CRM+ allows you to efficiently track and connect prospects, accounts, households, beneficiaries, grantors and third-party relationships related to trust management. Whether you are in the office or on-the-go, easily review and respond to client requests with MomentumTRUST’s portfolio analytics tools. MomentumTRUST’s secure, in-system scanning and storage allows your business to easily organize, file and retrieve documents in a cloud-based environment. -
33
Cheetah Wealth Management
Accutech Systems
The Cheetah wealth management platform empowers your entire organization with a modern, unified ecosystem designed to support every facet of enterprise wealth and trust operations, from account to investing to reporting and compliance and more. By bringing all essential tools together in one intuitive, mobile-ready environment, Cheetah enables your team to work faster, more confidently, and with greater focus on delivering exceptional client outcomes. Built from the ground up using advanced, cloud-native technology, Cheetah delivers the scalability, flexibility, and extensibility today’s wealth management teams require. Cheetah is engineered to streamline processes, reduce friction, and help your organization operate with true operational agility. -
34
Abacus Financial Accounting
Abacus
Abacus Financial Accounting is proven in practice and has been in use in thousands of companies and fiduciaries of various sizes for around 35 years. In companies spanning a wide range of industries, Abacus Financial Accounting has established itself as a central component of a modern comprehensive ERP solution. As an integral part of financial accounting, cost accounting offers you industry-specific solutions for internal control of cost centers and cost units. Abacus Cost Accounting is an important analytical management tool for every company. A company must maintain a constant overview of its outstanding items. Abacus Accounts Receivable is an important component of sales management. The creditworthiness of a customer can even be verified during the offer or order entry phase. Abacus Accounts Payable significantly streamlines your work processes thanks to the digital processing of supplier documents. -
35
NOBL
Paulmar Group
NOBL is a new generation of agency management system that, unlike other systems, has its focus on the management of insurance trust account daily operations and premium financial solvency. NOBL leverages the benefits of new trust ledger accounting and unique trust account outsourcing technology. NOBL offers P&C insurance agencies maximum workflow optimization and an unprecedented increase in operating efficiency. NOBL services are similar to the payroll service, agencies provide source documents; Paulmar, the outsourcing partner, manages premiums and returns premiums from the time they are transacted until they are fully disbursed to legal owners. Implemented with new accounts and renewals; no disruption to the agency’s ongoing business will occur. This unique technology is ready. NOBL will significantly enhance performance to render P&C independent agencies more productive and significantly more efficient. -
36
Broadridge 15(c) Board Reporting
Broadridge
Give your board directors customized and accurate reporting so they can meet their fiduciary duty. Broadridge data provides deep insights into competitors for more representative peer groups and expertise on fund industry trends so you can better position your funds to support fee increases. Gain fund performance, portfolio and expense data for board reports that meet regulatory and compliance requirements. Custom peer groups help you see opportunities to boost margins and maximize growth. Combine customization with unrivaled expertise for better board reports. Our consulting teams apply Morningstar, Lipper and proprietary Broadridge data for deep fund expense, performance and portfolio coverage and for customized peer groups. We then apply those insights to identify fund industry trends to allow for more in-depth and professional-grade board reports. Broadridge has partnered with leading industry data sources to provide clients with data that is sourced directly from firms. -
37
uLawPractice
Superfluid Software
uLaw Practice is a cloud-based practice management (PM) software solution designed specifically for sole practitioners, paralegals, and small law firms. Developed by Superfluid Software, uLaw Practice integrates legal accounting, general accounting, and trust accounting with powerful analytics tools and practice management in one unified suite. By leveraging uLaw Practice, law professionals can be more productive and foster greater control of their practice while saving time and reducing costs. Voted as the cloud best software for 5 years in a row by Canadian Lawyer's magazine, uLaw sublimely integrates complex legal accounting features and practice management into a single pane of glass. uLaw features and integration with payment solutions, any Canadian bank brings all aspects of cash flow into a single flow thus allowing your practice to analyze and optimize both top-line and bottom-line of your business. With uLaw you have court form automation for your province as well.Starting Price: $34.00 CAD/month/user -
38
Trustpak
InfoBiz Solutions
Trust accounting is a form of bookkeeping used exclusively for trust transactions. It is the recording by a trustee of the receipt and payment of other people's money into individual trust ledger accounts maintained for the person from or on whose behalf the money was received. In most countries there are very strict rules that apply to Trust Accounting and external independent auditors are employed to make sure the rules are followed. Government regulations may change at any time, if the product you are using is not kept up to date with the local Government Regulations then you could find your business at risk. Software needs to be intuitive, if the screens are not obvious and are confusing then it will take you a long time to master. In Trustpak we have kept the information required for each function on the immediate screen.Starting Price: $53 per month -
39
Wealthsimple
Wealthsimple
The simple way to grow your money like the world's most sophisticated investors. People love us for our technology. And the team who are always around to answer your questions. Diversifying your investments means you can minimise risk while maximising rewards. We invest your money across the entire stock market using funds that track the global economy. We're what's called a fiduciary. That means we're obligated to give you actionable feedback that's in your best interest, not ours. We use state-of-the-art data encryption when handling your financial information and two-factor authentication (2FA) protection. Wealthsimple is backed by $380M in investment from some of the world's largest financial institutions. -
40
AB401k
Americas Best 401k
A Modern 401(k) Without the Middlemen. If your current provider is on this list, we can likely reduce your fees by 40% or more. Send us your fee disclosure (also called a 408b2) from your existing provider. If you don’t know where to locate it, call us and we will direct you. Keep in mind that Department of Labor regularly requires plan sponsors to benchmark their plan so this will fulfill your fiduciary obligation. If the destination is a financially secure retirement, is your 401k on course? A member of our team will walk you through your complimentary “side-by-side” fee comparison so you can see the impact that higher fees will have on your account balance over time. Take action and make the switch to America’s Best 401k. There is no conversion fee and our team makes the conversion process painless. The quicker you make the change, the quicker your savings begin.Starting Price: $400 Quarterly -
41
Nauma
Smartine Inc.
Nauma is a financial planning platform built for tech professionals and their families—helping them navigate equity compensation, concentrated stock positions, high taxes, and complex portfolios spread across multiple accounts. Unlike traditional advisors who charge high fees based on Assets Under Management (AUM), Nauma delivers fiduciary-quality guidance through technology, at a fraction of the cost. The name itself, “Nauma” (“No AUM”), reflects the company’s mission to eliminate biased, asset-preserving models and empower people to plan on their own terms. With Nauma, users can model major life decisions—such as taking a sabbatical, buying a home, or retiring early—understand the tax implications of RSUs and capital gains, and see their entire financial picture in one place. Alongside advanced planning tools, Nauma offers live Q&A sessions and a supportive community of peers facing similar challenges.Starting Price: $200/year -
42
EzyRez
EzyRez
EzyRez is an integrated reservation, trust accounting and property management software package designed to meet the complex needs of today's building managers. EzyRez has modules specific to management rights, motels, serviced apartments, real estate, holiday property management, holiday letting, hotels, backpackers, B & B's and marinas. Now in our 16th year and used throughout Australia and New Zealand, EzyRez enjoys an unparalleled and enviable reputation for our commitment to our customers through our dedicated professional support center and continued product development. SMS Marketing, MS Outlook and Word Integration. EzyChannel, SiteMinder, Levart, eTourism, Roamfree, BookEasy, Update 247, FreeLoader. EzyRez Online, TripAdvisor TripConnect, Google Hotel Price Ads, The Booking Button, Levart, elRes, ResOnline, Book Direct To Save, NetRoomz. -
43
Abacus Payroll
Abacus
Abacus Payroll has been the leading payroll software in Switzerland for over 35 years. Over 1.5 million payroll settlements are created with it every month. Companies from various industries and of different sizes, as well as renowned fiduciary firms, rely on the user-friendly and efficient Abacus Payroll. Within the monthly payroll processing, you can also process complex wages. As a Swiss product, Abacus Payroll covers all legal requirements in the areas of insurance, taxes, and statistics. Payroll is an integral part of the comprehensive Abacus ERP solution together with HR, time recording, and project management. Additional functionalities such as foreign currencies, recalculations, budget, and concurrent employment testify to the high scope of services. In addition, you can map the most diverse company organizations and create appropriate standard evaluations. The user-friendly and efficient software offers you comprehensive services in the area of payroll accounting. -
44
Thomson Reuters ONESOURCE
Thomson Reuters
Streamline your accounting, tax filing and reporting process to mitigate the risks of audits and penalties with the industry's most powerful portfolio of tax and accounting software for corporations. Thomson Reuters ONESOURCE tax software helps you stay up to date with corporate tax and trade compliance amid regularly changing state, federal and international tax laws and regulations. Boost collaboration with departments and partners and ensure seamless corporate tax and trade compliance, no matter where your company does business. ONESOURCE drives tax compliance and accounting decision-making around the world. Our solutions are: • Easily accessible across multiple locations, so that your team can collaborate and share information quickly across locations • Scalable to grow as your company does, giving you a solution that is with you for the long-term • Built on trusted research and global coverage -
45
WiseBOS RiSC
EBOS Technologies
WiseBOS RiSC – Risk intelligence, Scoring & Compliance’ is an advanced, comprehensive, next-generation solution that provides more efficient and effective risk-based compliance capability to financial and non-financial institutions. It assists companies, such as audit, fiduciary, legal, investment, EMI, banks and insurance firms, to minimize exposure to financial fraud and terrorism financial activities, while maintaining and fulfilling regulatory compliance requirements. WiseBOS RiSC is our clients’ number one preferred choice when having to deal with anti-money laundering procedures, determining the risk levels and mitigating the risks associated with the onboarding and monitoring of customers. -
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Radiant RFID
Radiant RFID
For more than 19 years, we have enabled our customers to make better decisions about their most valuable assets, so they can operate safely, sustainably, and profitably. Radiant allows businesses to find and protect their most valuable assets, ensuring loss prevention and fiduciary responsibility. Without an effective automated asset tracking system, it’s a scenario that frequently leads to redundancies, costs, and laborious manual processes. With the advent of BLE, RFID, GPS, and other tracking technologies, it’s possible to maintain an up-to-the-minute inventory of all your assets. Unlike other companies, Radiant’s infrastructure-free solutions allow customers to experience cost savings immediately by not needing to invest upfront in costly hardware. Radiant helps organizations efficiently enforce and test evacuation plans, and contact tracing, and assure human safety. -
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Nota
Nota
Designed with attorney insights, Nota is a no-cost, cloud-based platform that provides business banking solutions for attorneys managing solo and small law firms. With 3-way reconciliation, check printing, and tool integration with your practice management, accounting and payment systems, Nota is banking designed to maximize your efficiency and offers transparent pricing and dedicated support from bankers who know attorneys. Set up categories and track income and expense items like payroll, rent, court fees and client payments. All money in and out of your checking account can be assigned to a category and tracked to the penny. No more using spreadsheets or ledgers to track your client balances. All money in and out of your IOLTA account can be assigned to a client matter and reconciled in real-time right down to the penny. Use Nota’s 3-way reconciliation report to support the reconciliation process. And you can print checks from your IOLTA to your home/office printer. -
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ESILAW 360
ESI Software
Part of the suite of software solutions by Dye & Durham, ESILAW is a trusted solution used by thousands of law firms across Canada for their accounting, billing and practice management needs. Dye & Durham is Canada’s leading legal technology provider, building and integrating solutions to maximize law firm efficiency. ESILAW complements a variety of our solutions, to ensure every dollar is accounted for, quickly and accurately. Our software provides the key features law firms need to run their businesses efficiently. From time and disbursement entry to trust accounting and cost recovery, ESILAW is the ideal solution to maximize productivity and profitability in your law firm. No need to worry about data integrity with automated daily backups, disaster recovery, and top-of-the-line security measures in a Canadian data center. Scalable software, due to cloud-based technology. Do not need any IT, or special support personnel to operate.Starting Price: $69 per month -
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From easy plan management and unbiased investment choices to fiduciary services, simple plan setup and time-saving efficiencies, you can leverage benefits that make a difference with our retirement plan solutions. ADP is helping participants get retirement ready by putting meaningful tools in your employees hands so they can plan for retirement at their convenience. With a mobile enrollment experience that allows participants to enroll anytime, anywhere and features like the MyADP Retirement Snapshot calculator that allows participants to obtain an estimate of their retirement savings through a series of personalized questions, and targeted messaging that pushes important information to participants, we are always designing for you and your employees. Making the best possible investment choices for your plan is critical to its success.
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TNET BackOffice
HWA International
Our robust and highly-flexible core system that handles all key trust and fund accounting functionality. We offer a wide variety of add-on modules that provide additional capabilities to meet your dynamic requirements as your business grows. We believe you should pay only for the modules you need. As your requirements change, you have the flexibility to add more modules to streamline your operations. Give your clients convenient online access to their accounts wherever they may be through an internet browser-based client portal. TNET Lite BackOffice offers small offices, start ups and de novos a robust core system that's right-sized for your needs.
