Software per la gestione di fondi fiduciari

Software per la gestione di fondi fiduciari: utilizza Capterra in Italia per trovare il software gestionale più adatto per la tua attività.

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Zoho Books è un software di contabilità online che consente di gestire facilmente il denaro che entra ed esce dalla tua impresa. Potrai gestire i tuoi clienti e le tue fatture, tenendo le spese sotto controllo. Registra, monitora e fai quadrare i tuoi conti bancari e le tue transazioni e collabora con il tuo commercialista in tempo reale. La cosa più importante è che Zoho Books consente di prendere decisioni migliori e più consapevoli per tenere sempre sotto controllo la tua attività. Ulteriori informazioni su Zoho Books Software per la contabilità semplice e facile da utilizzare che ti consente di gestire in modo intelligente le tue finanze aziendali! Ulteriori informazioni su Zoho Books
Amberlo è un software basato sul cloud di gestione di studi legali, registrazione dei tempi e fatturazione, creato per gli avvocati. Lavora sulle tue questioni, gestisci documenti, pianifica riunioni e attività per te e i tuoi colleghi, monitora facilmente i tuoi tempi di consulenza, crea fatture al volo e ricevi pagamenti in tempo. Ulteriori informazioni su Amberlo Software di gestione di studi basato sul web, veloce da avviare e facile da usare, per studi legali in crescita. Ulteriori informazioni su Amberlo

da Delta Data

(0 recensioni)
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Soluzione facile, sicura e altamente qualificata per la contabilità di fondi fiduciari, successioni, tutele e portafogli di investimenti. Utilizzato da CPA, avvocati, uffici di famiglia, aziende fiduciarie, enti di beneficenza. DEMO GRATUITA Ulteriori informazioni su Trust Accountant Soluzione semplice e sicura per la contabilità di fondi fiduciari, successioni e investimenti. Utilizzato da CPA, avvocati, uffici di famiglia, aziende fiduciarie, enti di beneficenza. Ulteriori informazioni su Trust Accountant
QuickBooks Enterprise è un software di contabilità dei fondi fiduciari end-to-end che può crescere con la tua azienda. Fornisce tutti gli strumenti necessari alla tua azienda, ma è facile da utilizzare. Puoi organizzare i tuoi libri mastri, gestire lo stock, tenere traccia delle vendite e persino gestire le buste paga, a un costo minimo. Con QuickBooks Enterprise risparmi migliaia di dollari all'anno rispetto a soluzioni simili. Potente e versatile, è disponibile anche in edizioni progettate su misura per soddisfare le tue esigenze specifiche. Fai una prova gratuita oggi stesso. Il software di contabilità leader per le piccole aziende. Accesso immediato alle informazioni di clienti, fornitori e dipendenti.
QuickBooks Online è un software contabile per piccole imprese che consente di gestirne le attività ovunque e in qualsiasi momento. Utilizzato da oltre 3,3 milioni di clienti, QuickBooks Online dispone di strumenti intelligenti per l'impresa ma è facile da usare. Permette di organizzare i libri contabili dei trust, gestire le spese, inviare fatture, monitorare lo stock e persino gestire le buste paga. QuickBooks Online permette di organizzarsi, risparmiare tempo e persino essere pagati più velocemente grazie all'aggiunta di funzionalità di pagamento. Provalo gratuitamente per 30 giorni! QuickBooks Online è un software contabile per piccole imprese che consente di gestirne le attività ovunque e in qualsiasi momento.
Con Clio il software per il settore legale basato sul cloud, leader nella gestione delle pratiche, la contabilità fiduciaria conforme non deve necessariamente essere complessa. Clio semplifica la registrazione degli onorari e dei pagamenti anticipati e la riconciliazione degli account fiduciari, eliminando ogni problema di conformità. Potrai generare rapidamente le richieste di fondi fiduciari, permettendo ai clienti di depositare immediatamente fondi in conti IOLTA mediante le carte di credito. Potrai persino approvare una fattura e applicare i fondi fiduciari del cliente con un clic. Il software di contabilità fiduciaria di Clio semplifica la richiesta, il deposito e il monitoraggio dei fondi fiduciari.
Zoho Books è un software di contabilità semplice e facile da utilizzare che aiuta le piccole imprese a tenere traccia del denaro che entra ed esce dall'azienda. I proprietari di attività commerciali possono gestire i propri crediti, debiti e clienti in un unico posto. Puoi automatizzare attività ripetitive come la fatturazione ricorrente e accettare pagamenti online dai clienti. Con Zoho Books i feed bancari automatici riducono l'inserimento dei dati, mentre la riconciliazione bancaria diventa un gioco da ragazzi. Genera report su conto economico e stato patrimoniale in pochi secondi. Software per la contabilità semplice e facile da utilizzare che ti consente di gestire in modo intelligente le tue finanze aziendali!
TimeSolv è un sistema completo di fatturazione e gestione degli orari lavorativi in ambito legale, che include anche solide funzionalità per la gestioni di conti fiduciari, tipo IOLTA. Imposta più conti fiduciari, mostra i saldi sulle fatture e nei report del tuo fondo. Imposta pagamenti automatici per i tuoi clienti in TimeSolv e accetta pagamenti con carta di credito direttamente sul tuo conto fiduciario. La riconciliazione diventa un gioco da ragazzi! Questo intuitivo software di fatturazione legale nel cloud viene utilizzato dal 1999 per fatturare oltre 5,2 miliardi di dollari. Unisciti a migliaia di professionisti del settore legale che si fidano di TimeSolv. È uno dei migliori software basati su web per parcelle, fatturazione delle ore di lavoro e gestione dei progetti per gli studi legali. Scopri perché con la prova gratuita di 30 giorni.

da PracticePanther Legal Software

(311 recensioni)
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FOR LAWYERS ONLY - IOLTA Trust accounting software for attorneys and law firms. Don't fear an audit. Manage your books the right way with PracticePanther. Stay organized, and keep track of every payment and expense that flows through your firm. Sync with QuickBooks Online. Accept retainer payments. See trust account balances for each client. Pay invoices from trust funds. Stay compliant. Export reports for your accountant and make taxes a breeze. Try it free, no credit card needed. Mobile friendly and secure legal case management software that's easy to use. All your case files in 1 place. Try it free.
MyCase understands the importance of trust accounting compliance and an attorney's ethical obligations when it comes to handling client funds. From time tracking to invoice creation to collecting payment and everything in between, MyCase simplifies an otherwise complicated process with comprehensive end-to-end billing and account reconciliation, saving your firm precious time month after month. Try MyCase for free at mycase.com - no credit card required. MyCase is a complete legal billing solution - track time, automate billing and invoicing & accept online payments in central location.
Sage Intacct aiuta i direttori finanziari ad accedere alla gestione integrata e ai report finanziari di tutte le loro entità aziendali in pochi minuti, non giorni, per far crescere e guidare la loro azienda. Sage Intacct è il prodotto di gestione finanziaria preferito dall'AICPA (Istituto americano dei dottori commercialisti) che aiuta le aziende di medie dimensioni in crescita ad andare oltre, più velocemente e con le risorse finanziarie di base necessarie per automatizzare i processi più importanti, per ridurre la dipendenza dai fogli di calcolo e per darti maggiore visibilità sulle prestazioni aziendali. Un software per la contabilità e una soluzione di gestione finanziaria di prima qualità. Progettato per il mondo della finanza da persone che lavorano nel mondo della finanza.
Founded in 1983, AbacusLaw has spent decades insuring that our trust accounting exceeds all Bar Association requirements. AbacusLaw tracks all trust activity, from deposits to printing checks, with detailed on-screen or printed reports so you're completely safeguarded. Integrated with time and billing, our trust accounting makes it easy to maintain a complete set of records for your clients. Also available in our private cloud for a complete disaster-proof solution. Fully integrated trust accounting ensures you're always in balance and that you're compliant with state and local bar associations.
Thousands of law firms have switched to CosmoLex - the only cloud-based, law practice management software with built-in, compliant legal accounting (no QuickBooks needed). CosmoLex eliminates the struggle of juggling separate systems for law practice management, billing, and accounting. LawPay credit card processing is also built-in with no fixed monthly fee. Simply log into CosmoLex Cloud - anytime, anywhere - to get everything you need to run your entire law practice. Try free today! CosmoLex is the only cloud-based, total practice management, billing, and accounting system (no QuickBooks® required).
Tabs3 Trust Accounting Software tracks an unlimited number of clients and matters, and manages up to 99 different bank accounts. Purchase Tabs3 Trust Accounting on its own or seamlessly integrate with Tabs3 Billing and PracticeMaster for complete firm management. Confidently manage your trust accounts with reports like Three-Way Reconciliation. Ensure accuracy by printing checks or recording manually written checks and EFTs and easily receive credit card payments to replenish account balances. Tabs3 Billing is a feature-rich, customizable option for stand alone billing or complete firm management.
Web-accessible - Keep your data in house or in the Cloud. Provides matter, contact, email & doc management. Includes doc assembly, workflow automation, billing & trust, task scheduling, group calendaring, 1 click PDF generation, document & email templates, full-text search including documents, email & email attachments, collaboration tools, customizable fields forms & list. Integrates with Word, Excel, Outlook, Evernote, QuickBooks, Acrobat, Calendar/Court Rules & Google. Integrates with LawPay, Word, Excel, Outlook, Evernote, QuickBooks, Acrobat, Calendar/Court Rules, WordPerfect & Google.
See why Zola is the FASTEST-GROWING practice management software. Built-in CRM, EMAIL & robust TRUST & BUSINESS Accounting. Zola Suite sports best-in-class Case Management features, sophisticated Bulk Billing, Document Management, Task Management and much more through a modern and intuitive interface. Zola is cloud-based and is accessible through any browser as well as native iOS and Android apps. Integrations include LawPay, Quickbooks & DropBox. Modern, robust practice management with built-in email & accounting. Beautiful, intuitive interface and apps for iOS and Android.
Ideal for 8-30 attorney firms. LeanLaw modernizes the legal billing workflow the way it should be: flexible timekeeping connected to billing and top rated legal app with QuickBooks Online. Enter time once and proceed with total automation and no manual workarounds. Industry's best two-way, real-time sync means that your books are always up to date: true data gives you precise reports on profitability, trust balances, compensation & more. Top rated legal app in QuickBooks app store. Data is always in sync -- no 2 sets of books. Trust, 2Way Expense Sync LEDES, Free Trial

da Superfluid Software

(35 recensioni)
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A cloud based, integrated Legal accounting and Practice Management, general accounting and trust accounting, system accessible ANYWhere, ANYTime from ANYDevice. uLaw has seamlessly Simplified trust and general accounting, automated court forms and provides powerful analytics allow solos and small law to operate efficiently, saving time and money with the comfort in knowing they are compliant with law society regulations. A cloud based, integrated practice management, accounting, trust accounting system accessible anywhere, anytime from any device.

da LEAP Legal Software

(18 recensioni)
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LEAP is a trust accounting software designed for solo and small law firms to manage client trust accounts accurately. LEAP removes the risk that comes with managing trust accounts. Important features include three-point trust account reconciliation, bank reconciliation, overdraft protection and printable disbursement checks. LEAP is trust accounting software designed for solo & small law firms to help easily manage client trust accounts.

da HiRUM Software Solutions

(10 recensioni)
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HiRUMs Property Management Software Solution is now installed in over 1000 hotels and properties around the world, managing more than 120,000 accommodation rooms. HiRUM has become one of the Global Leaders in Hotel Software, helping hotel and accommodation managers with a complete hotel software solution. HiRUM software is designed with the hotel, accommodation and management rights industry in mind. Our property management software offers you the ease of a comprehensive end to end solution for the hospitality industry.

da Devlos Software

(10 recensioni)
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Soluno is the premier time, billing, & accounting solution designed exclusively for law firms. Soluno's suite of integrated features puts all your back-end functions in one place - fully trust compliant, with no need for additional accounting packages. Soluno is flexible and scalable for your firm's needs. Host on the Cloud or on your own server, using any device; save money with our usage-based pricing model; and get a FREE full matter history conversion from your current database. Soluno is a premier time, billing, & accounting solution designed for law firms. Browser-based, trust compliant, & extremely flexible.
Law Firm Management and Debt Collection Software, providing complete systems that will meet the needs of Law firms in terms of case management software that will also allow for remote offices on one centralized database system. The Case Master Pro software is a fully featured installed or cloud based program that is specifically tailored for complete case management and trust accounting. Providing complete systems for law firm case management and debt collection, allowing for remote offices on one centralized database.
Expert Sierra takes Aderant's leading comprehensive end-to-end legal business solution to the cloud for mid-size law firms. Firms with around 15-150 users can consolidate and centralize case, document, and billing information in one secure solution. Access is available on-the-go, and task flows are fully customizable. Reimagine your firm's success with increased efficiency and profitability from any device on the cloud. Expert Sierra is the most comprehensive end-to-end cloud solution for the mid-size firm helping you manage your practice and firm.

da Advantage Law Software

(5 recensioni)
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Web-based solution that provides law practice management through cost tracking, financial reporting, accounting, budgeting and more. Web-based solution that provides law practice management through cost tracking, financial reporting, accounting, budgeting and more.
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ESILAW 360 is an integrated practice management and accounting solution that helps you build a stronger foundation for your legal practice and allows you to do what you do best - practice law. Store your data locally or on the cloud and enjoy features like easy time & expense tracking, fast billing, efficient client and matter management, and fully integrated accounting back-end. Try today and join thousands of lawyers who have been using ESILAW legal solutions for over 30 years! Legal billing, practice management, general and trust accounting, productivity and financial reporting and local or cloud data hosting.
Designed for small law firms, it is web-based software that helps manage, report and reconcile trust accounts. Designed for small law firms, it is web-based software that helps manage, report and reconcile trust accounts.

da enSynergy Professional Services

(5 recensioni)
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Integrated Trust accounting and administration software including powerful financial CRM, compliance module, trust and company statutory databases with integrated multi-currency trust accounting ledger. Connect other enVisual ledgers such as assets/investment ledger for full trust asset accounting. Connect the optional enVisual document management module to aid in record retention and compliance. Simple to implement, fast ROI. Integrated trust & company administration/ accounting, financial CRM, entity compliance, document management.
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Online, real time trust accounting solution for managing general account information, account balances and transaction history. Online, real time trust accounting solution for managing general account information, account balances and transaction history.

da Data Development

(1 recensione)
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Software for plaintiff attorneys; case management, document management, trust accounting, checkbook and more. Software for plaintiff attorneys; case management, document management, trust accounting, checkbook and more.

da Brief Legal Software

(1 recensione)
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Cross-platform, integrated Time, Billing and Accounting software for the legal market. Cross-platform, integrated Time, Billing and Accounting software for the legal market.
Automates all phases of the tax process from initial bridging of trust accounting data to the final printout of a completed tax return. Automates all phases of the tax process from initial bridging of trust accounting data to the final printout of a completed tax return.

da FASTER Systems

(1 recensione)
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Fiduciary accounting system for trusts and estates reporting. Fiduciary accounting system for trusts and estates reporting.

da Console Australia

(1 recensione)
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Cloud-based property management and trust accounting software for agencies who want to do less, and make more. And the key to how we can help you do that? Powerful workflows that help you take control of your portfolio and your business in just seconds. Five reasons to choose Console Cloud: - Access one platform with many integrations - A better migration and support experience - Unlock powerful automation - Advanced reporting - First-class compliance World-class trust accounting + intelligent property management workflows. Manage your portfolio with fewer systems and less hassle.

da Golden Omega

(0 recensioni)
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i-Trust.net is a Windows trust fund handling software program. It offers full automation and flexibility, with complete record keeping, CRM, Calendar, Letter Writing. Additionally, it produces a strict audit trail of funds. It is designed for Mortgage brokers, Real estate brokers, Foreclosure company trustees, Property management companies, Attorneys, Estates, Insurance agents, Nonprofit organizations and Payroll accounts. Trust fund handling software program for mortgage and real estate brokers; offers full automation and flexibility.

da HWA International

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Comprehensive software that produces the full range of well-organized reports including standard features like extensive tickler files, trust fees calculations, self-checking input screens and daily balancing, annually updated 1099s, 5498s and electronic reporting to the IRS, investment review with future income projections, master accounts consolidation, single entry dividend and interest mapping, data exports to Excel files and much more. Ask us about our other software too. Comprehensive trust accounting system that separates principal from income, and tracks tax lots in multiple portfolios.

da Trust Service Company

(0 recensioni)
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Enables trust related services such as employee benefit trust accounting, individual retirement accounts and court accounting. Enables trust related services such as employee benefit trust accounting, individual retirement accounts and court accounting.

da infobizsolutions.com

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Trustpak - Multi-Bank, Multi-currency Trust Accounting Software has been designed to complete the task of Trust Accounting with speed, accuracy and ease. It produces all of the reports necessary for a Trust Account audit. Trustpak for Windows Free 60 Day Demo Version. Now Supporting Windows 10. We have versions for Australia, Canada, Malaysia, New Zealand, Philippines, South Africa, United Kingdom, USA. Fully compliant with all Australian Trust Account Regulations. Trustpak has been designed to complete the task of Trust Accounting with speed, accuracy and ease. Supports Win10 FREE DEMO AVAILABLE

da AccuTech Systems

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Trust and investment management accounting software with reporting and automatic fee calculations. Trust and investment management accounting software with reporting and automatic fee calculations.

da Exhibit One Software

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Comprehensive accounting system allows you to produce financial reports issued by fiduciaries for estates, trusts, and guardianships. Comprehensive accounting system allows you to produce financial reports issued by fiduciaries for estates, trusts, and guardianships.

da Microgen

(0 recensioni)
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Trust and corporate administration software for entities such as trusts, companies, foundations, funds and limited partnerships. Trust and corporate administration software for entities such as trusts, companies, foundations, funds and limited partnerships.

da Morningstar Technology

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CaseLode is a complete suite of law office management software products CaseLode is a complete suite of law office management software products

da LawMaster

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LawMaster technology is more comprehensive, more integrated and more functional than any other practice management software system available. While others have some of what you need, LawMaster has everything in-built, seamless and fully integrated. Theres no need for multiple software packages and no reliance on legacy systems. LawMaster has been known to improve a firm's performance by as much as 30%...Let LawMaster find your firm's 30% A powerful single solution designed to enhance the performance of your law firm. Let LawMaster improve your firm's performance by 30%!

da SS&C Technologies

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Pacer is portfolio management and accounting system designed to manage diversified global portfolios and meet the unique management and accounting needs of all business streams, from institutional and pension management, to separately managed accounts, private client portfolios, mutual funds and unit trusts. Pacer is a multi-currency portfolio management system.

da Financial Navigator

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Navigator is an integrated general ledger and portfolio management software used by Family Offices, CPA firms, Trusts and Estates, Investment firms and other financial professionals. General ledger and portfolio management software used by family offices, CPA firms, trusts and estates, and investment firms.

da Dingosoft

(0 recensioni)
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Native Sage 300 ERP module focused on the needs of professional service firms such accounting, law, and real estate agencies. Native Sage 300 ERP module focused on the needs of professional service firms such accounting, law, and real estate agencies.

da IOLTA Trust

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IOLTA Trust accounting software is an easy and safe cloud based solution. IOLTA Trust accounting software is an easy and safe cloud based solution.

da thewealthworks

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Troika is the essential wealth management software for family offices, private client practitioners and offshore trusts companies. Troika will streamline your processes; saving time and money by reducing data duplication and fully automating the production of trust accounts. Troika can be linked to existing tax software and data feeds and can output to Microsoft Office for easily customisable reports. Troika will also reduce your compliance risk and assists with FATCA reporting obligations. Troika is the essential wealth management software for family offices, private client practitioners and offshore trusts companies.

da BHL Software

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BHL Insight is a sophisticated and flexible Legal Practice Management System that can be installed on your local device, your firms local server and/or accessed remotely via the cloud. BHL Insight is a truly open system and easily interfaces with Microsoft Office, Outlook Hummingbird, iManage, Worldox and other third party products, but it does not rely on such products for its core functionality. BHL Insight is a sophisticated and flexible Legal Practice Management System for law firms of all sizes.

da PAULMAR Software

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New insurance trust accounting logic that enables agencies to report insurance trust financial solvency. Solvency is reported for each policy, each carrier and total trust. Policy premium float is calculated so trust funds beneficiaries can be reported by carrier. Enabling carriers to verify premium funds available in each producing agencys trust account. Full compliance with fiduciary mandates guaranteed. Many financial benefits for carriers. Unique Trust Balance Sheet in P&C industry. New insurance premium accounting logic that enables agencies to report insurance trust financial solvency.

da Innovest Systems

(0 recensioni)
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Web-based trust accounting platform that offers asset control and reporting for banks, trust companies, and others. Web-based trust accounting platform that offers asset control and reporting for banks, trust companies, and others.

da Redi2 Technologies

(0 recensioni)
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Invoicing and revenue accounting system for asset managers and trust custodians. Invoicing and revenue accounting system for asset managers and trust custodians.