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Wealth & Private Banking › Trust & Estate › Trust Accounting
Broadridge Trust Accounting
Comprehensive trust accounting solutions for wealth management and fiduciary services.
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Overview
Broadridge Trust Accounting provides integrated software solutions designed to streamline trust and estate accounting processes for wealth management firms and fiduciaries.
The platform supports complex trust structures, automates accounting workflows, and ensures regulatory compliance through detailed reporting and audit trails.
It enables efficient management of client assets, income distribution, and tax reporting, facilitating accurate and timely fiduciary accounting.
Key Features
- + Automated trust and estate accounting workflows
- + Support for complex trust structures and multiple beneficiaries
- + Comprehensive income and principal accounting
- + Regulatory compliance and audit-ready reporting
- + Integration with portfolio management and custody systems
- + Tax reporting and document generation
- + Client and beneficiary communication tools
Integrations
Broadridge Portfolio ManagementCustody SystemsFinancial Data ProvidersTax SoftwareDocument Management Systems
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