Simplified Trust Management with UniFi's core

At UniFi, our core simplifies trust services, making them accessible and effective. With 'Simplified Trust Services,' we eliminate the complexities of trust management.

HOW IT WORKS

Whether you're a trust company or financial institution, UniFi's trust service core empowers you to efficiently manage assets, ensure compliance, and deliver exceptional client service.

Integration
We seamlessly integrate trust services core into your existing systems. This integration ensures that trust management operations remain uninterrupted, and you can make the most of our platform without disruptions.
Data Security
UniFi's trust services core prioritizes data security, implementing industry-standard encryption and authentication protocols to safeguard your clients' sensitive information.
Account Management
Our platform simplifies account management. You can efficiently create, manage, and maintain client accounts, including all necessary documentation and reporting.
Investment Portfolio Management
UniFi's trust services core offers a suite of tools to help you manage your clients' investment portfolios. Easily track asset allocation, performance, and market changes.
Client Engagement
Enhance the client experience with a user-friendly interface. Your clients can conveniently access their account information, monitor investments, and communicate with your team.
Regulatory Compliance
Our platform includes built-in features to help you meet regulatory compliance requirements. Stay up to date with changing regulations and maintain confidence in your operations.
Scalability
As your business grows, our trust services core can scale with you. You can adapt it to meet the evolving needs of your client base and your organization.
Onboarding
When partnering with UniFi, our experts will guide your onboarding process. We work closely with your team to customize the Trust Service Core to your specific needs.

Manage everything in one place

Managing funds for individual and pooled trust beneficiaries involves multiple responsibilities, including distribution requests, approvals, court reporting, compliant recordkeeping, and budgeting. you can simplify tasks and save time by utilizing Unifi's trust administration core solutions.

Centralized Management
Instead of juggling various spreadsheets and tools, simplify your processes by consolidating all beneficiary and trust information into one unified platform.
Efficient Cash Management and Distributions
Fiduciaries and trustees often spend substantial time on disbursement requests and approvals. UniFi's trust services core streamlines bill payments, fund disbursements, and budget management, allowing you to focus more on serving your clients.
Integrated Recordkeeping and Reporting
Trusts and fiduciary vehicles typically come with intricate recordkeeping and reporting requirements.Unifi's trust services core simplifies accounting and reconciliation, ensuring quick access to essential reports and records.
Customizable Team Workflows
In organizations with multiple individuals managing numerous trusts, efficiency and compliance are vital. UniFi's core empowers you to tailor roles and access levels, enabling you to establish well-defined workflows and protocols for disbursements, deposits, and more.
Streamlined Beneficiary Communication
UniFi's trust services core offers a beneficiary portal, granting beneficiaries and their advocates online access to statements and distribution requests, simplifying communication compared to traditional phone-based methods.

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