Delivering a personalised digital experience across the client journey by allowing your clients to securely access their information anywhere, anytime, on any device
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 has been designed to work with your existing processes and technologies, yet seamlessly deliver class leading experiences
Available now for TrustQuay 5Series and TrustQuay NavOne
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 touch points
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
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
✅
"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
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!
