Reports and Statements

Reports and Statements

The TrustFort Integrated Data Platform allows Advisors and their colleagues to generate forms that can be sent out to clients. The forms can then be up-loaded directly and disseminated to different parts of the record-keeping system.TrustFort provides a secure, web-based platform for email,a repository for imaging of paper documents and an ability to efficiently manage, use and disseminate documents electronically.This efficient process frees up resources and allows the Advisors to focus on existing and new clients and also generate new business.