BQE Core makes it easier and more profitable to run your business. It organizes information, automates repetitive tasks and allows your firm to spend more time providing service to your clients instead of managing internal process PracticePanther Legal Software is a legal management solution for small to large practices specializing in areas including bankruptcy, personal injury, family, divorce, estate planning, litigation, criminal law and many more.
MyCase is a cloud-based legal management solution that helps attorneys in small to medium size law firms manage communications with their clients and carry out daily business operations. The solution also provides functionalities AbacusLaw is case automation software designed explicitly for law firms. The system works as a complete practice management solution that helps in managing workflows including time tracking, billing, and accounting operations.
Sage Intacct is a provider of cloud-based financial management and accounting software. Sage Intacct's software solution is suitable for small to midsize accounting firms and can provide financial reporting and operational insight CosmoLex is a comprehensive legal management software designed for smaller and solo firms.
It offers integrated features to manage all aspects of a practice: document management, case management, time tracking, and calendaring LEAP is a cloud practice management software for small law firms, providing case management, time recording, billing, document automation, and trust accounting, across all your devices for one license fee.
LEAP also provides tho Rocket Matter is a cloud-based legal billing and management solution designed to cater small and midsize law practices. It features time and billing management, calendar, document management, payments and collaboration management Whether you bill hourly, fixed fee, or on conti Bill4Time is a cloud-based professional services system that offers time and expense tracking, billing and invoicing, and project management capabilities to many different industries.
The system records billable and non-billable Zola Suite is a cloud-based legal practice management solution for law firms of all sizes. Key features include task management, built-in email, document management, client portals, calendar, contact management, automation, report Actionstep is a cloud-based legal practice management solution designed for growing and midsize firms. The integrated solution offers tools for managing cases, billing, invoicing and accounting as well as enables businesses to aut LeanLaw is a cloud-based timekeeping and billing solution for small to midsize legal practices.
Key features include time tracking, billing and invoicing, financial reporting and Quickbooks integration. A free mobile app is also a Designed to save time, incre CaseFox is a cloud-based billing and practice management solution for attorneys, CPAs, consultants, investigators, and other legal professionals.
It is best suited for solo to midsize firms who are looking to streamline time track Explore Trust Accounting Software Category overview. Legal Software. Trust Accounting Software. Alternative Medicine.
Building Materials. Business Supplies and Equipment. Civil Engineering. Commercial Real Estate. Computer Hardware. Computer Software. Consumer Electronics. Consumer Goods. Consumer Services. Education Management. Environmental Services. Events Services. Executive Office. Cloud-based fiduciary income tax software that automates income tax reporting for estates and trusts. Add-on module of Fiduciary Accounting that keeps you on top of tax filing and probate reporting deadlines.
Powerful software that lets you create and present different tax and estate planning strategies to your clients.
Browse our store for comprehensive research tools and reference guides to help you better serve your clients. Out of these changes three vendors have emerged with significant market share. The market is also served by many smaller providers with systems of varying quality, age and technologies.
Microgen has been serving the wealth management market for over 30 years and has more than customers in 32 countries. Update: Microgen plc has announced that it is to demerge its financial systems business from the main group. It is a fully featured ERP system suitable for a broad range of wealth management businesses, including trust companies, corporate services providers and fund administrators.
Microgen acquired Oscar and have developed it extensively into the fully featured trust and fund administration system that we see today. Microgen has acquired many other products over recent years, but the only one still being actively sold is Quorum. With a particular focus on the Cyprus market, Quorum is used by auditing, legal, trust and specialist providers offering corporate secretarial and other professional services.
It supports entity management, time recording, billing and company secretarial operations, as well as assisting compliance with regulations such as Anti-Money Laundering and Know-Your-Customer. Other Microgen products including Alchemy , Elements , Jobstream and Primacy are still supported but are no longer being sold or actively developed.
They are still widely used but all users will need to consider migrating to 5Series or switching provider in the coming years. It is used by small to large trust and fund administration companies, family offices and professional advisory firms. Touchstone started life as Landsteiner, based in Jersey. Development of a wealth management system was a logical extension given their roots in Jersey.
They were sold to Touchstone Group by the original Icelandic founder in In addition to their Jersey office the wealth management division of Touchstone has offices in Australia and Singapore. Following several name changes as the underlying product evolved, the latest version of the Touchstone product was launched as NavOne in coinciding with a significant refresh of the Dynamics NAV technology. This included integration with SharePoint and a Web Client.
This means Touchstone can now sell NavOne much more competitively and has resulted in the product being just as suitable for small clients as large. Founded in with the introduction of Administrator and only a handful of clients, ViewPoint has grown to be a world leading, holistic and best of breed solution for entity and wealth management professionals and private client practitioners the world over. The company is based in Malaysia where it employs in excess of 80 staff. Like many of its competitor products, its core is the entity management system.
Viewpoint excels in producing most standard corporate forms and registers for over 20 of the most common jurisdictions in the world. Their core team of developers is supported by a network of professionals in their partner and satellite offices. In most of these locations the presence is not a dedicated Viewpoint office but an agent who will usually have other products and services in their portfolio.
This network of agents allows Viewpoint to get early notice of impending changes in regulation allowing them to be much more proactive than their competitors in updating the software in relation to new corporate forms and regulations.
The list of vendors and systems I provide below is not exhaustive but includes systems I have come across and worked with in the last 12 years or so. If you are aware of others please let me know. Based in Guernsey, AcuSoft the company behind the Acumen suite of products is a small owner managed business with 3 employees.
0コメント