Wealth & Private Banking › Trust & Estate › Fiduciary Accounting

Isokon

UK probate and estate-administration software with an established fiduciary accounting engine.

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Overview

Isokon provides probate and estate-administration software for UK practitioners, combining an established accounting engine with case management for trusts, estates and Court of Protection matters. It supports the financial and administrative sides of estate administration.

The software helps practitioners produce estate accounts and manage cases, with modules covering trusts, powers of attorney and related fiduciary work in the UK market.

Key Features

+ Probate and estate-administration accounting
+ Estate accounts preparation
+ Case management for estates and trusts
+ Court of Protection and power-of-attorney modules
+ Trust administration support
+ Fiduciary accounting engine

Integrations

Open API

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