Trust management software
Manage clients, UBOs, accounting, hours, invoices and retainers in a single centralised system.
Software customised to seamlessly fit your business processes and organisation.
Want to learn more about the possibilities for your
Trust company?
Trust management software
Developed from the ground up specifically for trust companies. All your client data and documents are encrypted according to the latest military standards. Everything is fully managed on your own infrastructure or on Kempen Automatisering's private cloud.
Automatic exchange with FinScan or Relian for your compliance scans. Alerts about expiring contracts, document authentication and compliance scans are easily created.
Time tracking and billing
Your employees can book hours directly to clients, easily and accurately.
Monitor hours worked compared to current budgets and gain timely insight into extra work or transfers from retainers. Greater insight into hours worked and associated rates. List all UBOs and client data for a full, detailed overview of your clients.
Based on FileMaker Pro, the powerful database engine developed by FileMaker Inc, a subsidiary of Apple. Trust management software runs on Mac, Windows & iPad (iOS). Custom features, integrations and extensions can be offered on a project basis to ensure the trust management software is optimally configured for your company.
Highly secure cloud software
Easily access your application anywhere and anytime in the FileMaker cloud or in your own in-house system.
Mobile and cross-platform
Direct login on Mac, Windows and iPad.
Customisable
Make your voice heard in the development of the software package.
Integration with your website
Automatically import entries into your database directly from your website.
Integration with your website
Publish collection items on your website.
E-mail campaigns
Easily send e-mail campaigns with e-mail marketing leader MailChimp.
Fast searches
Find the right artists and pieces in a flash.
Customisable
Design your collection database so that it is the perfect fit for your company.
Trust management software
Document flows under control
Archive documents easily in the system, with automatic full encryption, password protection, full backups and total in-house control.
Automated billing
Automatically generate batches of invoices based on your booked hours, annual retainers and/or fixed amounts. Better insight into your invoicing flows, trends and statistics.
'Simple CRM'
Keep relationship management simple: a single centralised location for all your customer data (fully encrypted).
