TNET FrontOffice

TNET FrontOffice

HWA International
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+

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About

With the MyPrivate Family Office Software, you get 360° coverage for all domains important to the Family. The software is installed on-site with no data stored in the cloud, providing unmatched data privacy and fraud protection. Payment processing is highly automated; we support the Swiss QR bill, Swiss/EU online banking, access to stock quotes, and forex rates. Integrated EDM across all modules provides you with instant access to the originals of important documents, such as invoices, certificates, and protocols. MyPrivate is a global solution covering all aspects of your personal and family life, regardless of its complexity or size.

About

Robust wealth management CRM capabilities to manage and analyze customer interactions with the goal of improving business relationships with clients and COIs, assisting in client retention, and driving sales growth. Fully customizable trust and wealth management workflows covering the full life cycle of client operations. A suite of fully customizable workflows to simplify compliance and risk management execution. Full life-cycle wealth management workflows, from referrals to pipeline, fee exception approvals, sales management, account & client onboarding, custom incentive plans, and service tools to help you deliver value to clients.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Medium and high net-worth families in search of a tool to manage their important operations

Audience

Trust professionals looking for an innovative CRM, workflow and compliance software

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$384 per license
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

MyPrivate
Founded: 2013
Switzerland
myprivate.ch/en/

Company Information

HWA International
Founded: 1977
United States
www.hwainternational.com/tnet-frontoffice

Alternatives

Alternatives

Clio

Clio

Themis Solutions
CoParent Calendar

CoParent Calendar

Brightwell Labs
Law Ruler

Law Ruler

ProfitSolv
CosmoLex

CosmoLex

ProfitSolv

Categories

Categories

Integrations

Java
Microsoft 365
Microsoft Outlook
Windows 11

Integrations

Java
Microsoft 365
Microsoft Outlook
Windows 11
Claim MyPrivate and update features and information
Claim MyPrivate and update features and information
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