Performance Reporting Across Multiple Levels
Trust Management Software
Your Trust Management Made Simple
Trust Officers are increasingly tasked with creating more personalized, detailed reports that dig deeper into client portfolios. Integrating Zephyr's trust management software into your workflow allows you to showcase your value to clients through highly customized statements to compete on an equal playing field with national financial institutions.
We provide you with the specialized tools you need to administer trusts efficiently while maintaining the highest standards of care and compliance.
Why Zephyr Works for Trust Professionals
- Fiduciary-Focused Reporting — Generate comprehensive reports that clearly document prudent management decisions and demonstrate adherence to trust provisions
- Beneficiary Communication Tools — Create accessible, customized statements that help beneficiaries understand trust performance and distribution policies
- Multi-Entity Management — Efficiently oversee numerous trusts with varying objectives, restrictions, and beneficiary needs from a single platform
- Regulatory Compliance Support — Stay ahead of fiduciary requirements with documentation tools that track decision-making processes and policy adherence
Meaningful Engagement Builds Stronger Client Relationships
According to 2019 Global Wealth Management Research Report, “Clients are identifying specific providers to fill certain needs, resulting in an increased number of financial provider relationships.” Five different relationships on average says the report. Community banks are competing every day to keep their clients engaged. Zephyr's trust management software provides you with both personalized and In-depth reporting, that builds confidence and conveys a commitment to transparency to your clients.
