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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