advisor software Archives

06/08/2023 Jennifer Kreis

5 reasons why fiduciary companies should optimise their processes now

Process optimisation allows trust companies to work more effectively and efficiently. Hundreds of trust companies are therefore digitising and optimising their processes this year. In this blog post you will find five reasons you should start your process optimisation journey in your trust company.

Read full story

Fiduciary

03/06/2023 Jennifer Kreis

7 tips on how to survive the Busy Season better

Are you and your team drowning in work? In this blog post, fiduciary managers get tips on how to reduce the stress factor of the busy season while keeping the quality of work high.