Assets - organize client assets
(real estate, automobiles, scheduled items,
etc.) by ownership entity and store key
information related to each asset.
Banking & Credit - track client banking
activities and credit facilities including bank
accounts, personal credit lines, mortgages,
loans, and business/entity related credit
facilities.
Estate Planning - track detailed information for
trusts including the trust’s trustors and
trustees, remainder and income beneficiaries,
funding history, distribution provisions, and
termination provisions.
Gifting - detail personal gifting on an annual
basis and tracks lifetime exclusion for each
individual.
Human Resources - track compensation, bonus,
reviews and insurance information for clients’
employees.
Insurance - track insurance policies, including
protected assets, coverage terms and limits,
premiums, claims, and policy history.
Partnerships - track operating businesses,
assets and investment based partnerships. Legal
information, ownership structure and management
details are readily accessible in this
application.
Philanthropy - record charitable activities
associated with family foundations, donor
advised funds, personal gifting, etc. Track
grant requests, gift status, funding history,
required distributions, and future commitments.
Tax - track tax return preparation process
including all tasks and documents required to
complete each tax return. Quarterly estimated
tax payments, extensions and annual filings are
scheduled in the task management system to
insure all deadlines are met. Key information
from completed tax returns, including payments,
filing/extension dates, carry-forward amounts,
and credits are documented. Completed returns
are stored as documents for each tax year.
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