
Cloud-based trust banking software that automates fund and investment management, enhances customer experience, and ensures compliance.
Vendor
Miles Software
Company Website
Miles Software's Trust Banking Solution, MoneyWare, helps banks automate fund and investment management, enhance customer experience, and ensure compliance. It integrates with core banking and third-party systems to provide comprehensive visibility and control over trust banking operations.
Key Features
Automated Fund Management Streamline fund management processes with automation.
- Reduce manual errors.
- Increase processing speed.
Investment Management Manage a wide range of investment options efficiently.
- Real-time portfolio updates.
- Comprehensive asset coverage.
Compliance Management Ensure regulatory compliance and manage breaches.
- Integrated rules libraries.
- Automated compliance checks.
Benefits
Improved Efficiency Streamline trust banking processes.
- Reduce manual tasks.
- Increase accuracy.
Enhanced Customer Experience Provide personalized services and improve client satisfaction.
- Access to real-time data.
- Tailored investment advice.