A Fast, Efficient Trust Management Solution
Streamline the management of trusts and get peace of mind that you’re meeting all your legal obligations by keeping everything in one secure, cloud based system.
Trust management in Connectworks
Connectworks enables all parties in a trust to be involved, helping you to more efficiently manage them. It’s quick and easy for all parties to upload associated documents, so you can say goodbye to information requests, and reduce time spent managing errors or requests.
We have over 20 workflows, 150 precedents and 50 resolution clauses readily available for you to use when needed. Easily populate precedents in seconds and distribute them to trustees or beneficiaries for action – whilst having a paper trail of all activities within the Connectworks platform.
Meet your compliance obligation and protect your firm. Connectworks creates transparency for all trustees and advisers on what’s happening within a trust, so you’ll always have oversight and a recorded audit trail of all activity to help meet record-keeping requirements.
Seamlessly connect with the tools you love
Our workflows provide guidance for staff to ensure they ‘tick all the boxes’ in an intuitive way.
Invite clients into Connectworks so you spend less time using spreadsheets and other tools to ‘keep a paper trail’.
Document management, means you can always access what you need, when you need it.