Wealth & Private Banking › Trust & Estate › Trust Accounting

Infovisa MAUI

Trust accounting and portfolio management platform with client reporting and online access.

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Overview

Infovisa develops MAUI, a trust accounting and portfolio management platform used by trust companies, banks and wealth management firms to administer trust and investment accounts. It combines accounting, position keeping and reporting in a single system for fiduciary operations.

MAUI supports transaction processing, performance and statement reporting, and client online access, helping trust departments manage day-to-day administration and deliver reporting to beneficiaries and advisors.

Key Features

+ Trust accounting and recordkeeping
+ Portfolio and position management
+ Transaction processing
+ Performance and statement reporting
+ Client online access portal
+ Administration of trust and investment accounts

Integrations

CustodiansMarket data feeds

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