Banking Administration

Quorum enables updated bank account information such as signatories, signature specimens, incoming and outgoing transactions and credit / debit cards to be maintained as well as enabling automatic generation of standard instructions for payments.

Key Features:

  • Bank account information and transactions: Quorum seamlessly manages all bank accounts per client entity. Maintain multiple bank accounts per client entity, multiple customizable account types, bank signatories, signatory rules and records of customizable bank transactions.
  • Bank instructions specimen: Free download of standard bank instructions specimens.
  • Interim account statements: Instantly retrieve interim account statements once bank transactions for any client entity have been recorded.
  • Signatories & Signature specimen: Record the authorized signatories per account and maintain related signature specimens.

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