Document Production and Management

TrustQuay 5Series produces documents and minutes on demand using Microsoft Word templates. In addition to the standard document templates provided, service providers can add user-defined document templates, as required to meet changing requirements.
5Series can save and retrieve documents:

  • in network folders and sub-folders, or
  • in the integrated TrustQuay 5Series Document Store module, or
  • in a 3rd party Document Management system (via a standard API) e.g. Microsoft SharePoint

TrustQuay 5Series allows documents to be stored either at entity level, against pieces of data on an entity record, e.g. a passport can be stored against the passport data fields within an entity record, or a document can be linked to accounting transactions

Screenshot gallery:

We’re now TrustQuay

Microgen has merged with Touchstone Wealth Management to become TrustQuay, the world-leading software provider to Corporate Services, Trust, Wealth and Fund Administrators.

Visit our new website to learn more about the combined business.

Continue on this site for detailed product information on 5Series.

Discover TrustQuay