TrustQuay 5Series

flexible software for wealth managers

TrustQuay 5Series is a highly flexible, modular system covering Wealth Managers’ core business functions. Whether you need to improve operational control & efficiency, reduce costs or safeguard client data, TrustQuay 5Series is the solution.

With a particular focus on the Cyprus market, Quorum is used by major auditing, legal, trust and specialist providers offering corporate secretarial and other professional services. Quorum is a software solution the supports these organisations’ entity management, time recording, billing and company secretarial operations, as well as assisting their corporate compliance with regulations such as Anti-Money Laundering and Know-Your-Customer.

Quorum covers:

  • Entity Management (Company Administration)
  • Contacts & Clients Management
  •  KYC Compliance
  • Document Storage
  • Banking Administration
  • Tasks & Workflows
  • Reporting
  • Time & Billing

Benefits of using Quorum

  • Optimise client and entity management operations
  • Increase client billing by better tracking and monitoring chargeable work
  • Improve compliance and the quality of your work
  • Standardise procedures and reduce opportunities for human error
  • Implement secure and traceable operations
  • Manage information and documents accurately, reliably and efficiently
  • Information becomes instantly accessible and available at a touch of a button
  • Achieve high levels of productivity from your staff

 

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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