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Feb 10, 2021

Trust accounting systems are the cornerstone platform of wealth management firms under trust bank charter. This report evaluates the leading trust accounting solutions used by wealth management firms.

This research provides background on industry drivers, along with best practices and challenges faced by users of trust accounting systems. The research also includes an overview of the vendor landscape, and detailed reviews of trust accounting systems offered by vendors including: Fi-Tek: Global Wealth Enterprise Solutions (GWES), FIS: Unity Powered by Global Plus, FIS: Unity Powered by AddVantage, SEI: SEI Wealth Platform (SWP), and SS&C | Innovest: InnoTrust.

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