Trust  Account  Workflows


You can convert from an existing CRM system OR have CapitalBase Workflows integrate with your existing CRM.

  • Administrative Reviews
  • Reg 9 Reviews
  • Discretionary Distributions
  • Trade Request Approvals
  • Closed Account Management
  • Customize Your Workflows!
  • Client Risk Rating Management
  • Unique Assets
  • Activity Tracking
  • Notification of Death
  • Estate Administration Checklists
  • Account Holdings & Transactions
  • Universal Document Search
  • Quarterly Trade Disclosure Processing
  • Dashboards for Compliance, Middle & Back Offices
  • Interactive Alerts
  • Auto-E-Mail Communications
  • Report Scheduling
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