TrustQuay logo Portal White

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

Want to know more?

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Connect


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

Share


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Maintain a unified approach on delivering success across the client journey

Streamline


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Enhance your operational efficiency wherever the touchpoints occur

The TrustQuay Difference

Intuitive yet advanced, TrustQuay Portal has been designed to work with your existing processes and technologies, yet seamlessly deliver class leading experiences
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Available now for TrustQuay 5Series and TrustQuay NavOne

 

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
Digitalisation

Connect experiences with process

  • Give your clients a single view by involving them in a unified view of their wealth structures common across all touch points
  • Create a cohesive and intuitive communication process based upon the latest technology
  • Immediately inform clients of changes or requirements 
Lost in the digital maze?

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
Bright ideas

 

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Key Product Features

Friendly home page

View invoice -summary online

View Invoice - breakdown of charges

Entity information

List view of relevant entities

General Information tab

Share register tab

 

View documents (all and recent)

Asset listing

Asset values

Banking functions

Notifications

Document downloads – client side

Branding - client side

 

Click to download the TrustQuay Portal brochure
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"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

 

Get in touch!

Would you like to find out more about TrustQuay Portal?

Reach us via the contact form and we'll be in touch immediately to discuss how our digital solutions can help you

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!