Flexibility

TrustQuay 5Series is designed with flexibility in mind, enabling organisations to configure the software to meet the way the business wants to operate, both today and in the future.

  • User-defined Entity Types: Organisations can create additional entity types, and entity subtypes to complement the ones provided as standard.
  • User-defined Entity Data Fields: Organisations can create additional user-defined fields for entities, bank accounts, relationships and portfolios. The following types of user-defined fields are supported: Boolean, Date, Decimal, File Path, Integer, List of Values, Path and String.
  • User-defined Relationship Types: A comprehensive set of relationship types is provided as standard. In addition, Organisations can add additional relationship types.
  • User-defined Registers: Organisations can add user-defined registers. Registers are a collection of related user-defined data fields, which may have multiple entries recorded e.g. a trustee decisions register, a complaints register.
  • Positioning of user-defined Data Fields: Unlike most competitor systems that only allow user-defined fields to be added at the end of an entity record, 5Series allows user-defined fields to be interspersed between the supplied fields.
  • Supplied Data Fields: Organisations will be able to rename and/or hide many of the supplied data-fields
  • An extensive set of drop-down lists: Drop down lists for items such as currency, countries, address types, review types, analysis codes are provided as standard and user-definable drop-down lists can be added.

 

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.

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