Best Trust Accounting Software for Cloud - Page 2
View:
Compare the Top Trust Accounting Software for Cloud as of July 2026 - Page 2
Sort By:
-
1
LawMaster
LawMaster
Upgrade to the most integrated and feature rich legal software and put your firm in the fast lane. Take every legal Matter Management tool you could ever need and integrate with workflow process automation that can capture and save everything related to a matter – as it happens. Access comprehensive and up-to-date information about your firm’s performance, achievements and activity – all in one place. Gain efficiency from a truly integrated general and trust accounting system through simplicity and spend it improving your bottom line. Search the entirety of your law firm’s knowledge base – quickly and easily. Filter, group and pivot your search results around numerous points with ease. Our tailored client journey starting with our Needs Based Analysis helps us get to know your legal practice so we can better understand how we can help you. -
2
Cheetah Wealth Management
Accutech Systems
The Cheetah wealth management platform empowers your entire organization with a modern, unified ecosystem designed to support every facet of enterprise wealth and trust operations, from account to investing to reporting and compliance and more. By bringing all essential tools together in one intuitive, mobile-ready environment, Cheetah enables your team to work faster, more confidently, and with greater focus on delivering exceptional client outcomes. Built from the ground up using advanced, cloud-native technology, Cheetah delivers the scalability, flexibility, and extensibility today’s wealth management teams require. Cheetah is engineered to streamline processes, reduce friction, and help your organization operate with true operational agility. -
3
PayProp
Humanstate
PayProp is an automated transactional platform for real estate agents that is both easier to use and more powerful than existing solutions offered by banks and traditional software vendors. We hit upon the idea of PayProp in 2004 when confronted with the complexity, fragmentation and lack of trust surrounding payments in the residential rental market. Building on GivenGain’s processing platform, we delivered a solution that automatically and securely collects payments from tenants and seamlessly pays all property owners, third parties and agents’ commissions – directly into their bank accounts. PayProp eliminates inefficiencies in back-office operations, lowers administrative costs per transaction and applies leading technologies to automate entire process cycles. PayProp’s advanced technology enables property managers to collect and make fully reconciled payments. -
4
Aderant Expert Sierra
Aderant
Expert Sierra is the most comprehensive, cloud-based, legal practice management solution for mid to large-sized law firms across the globe. With Aderant managing Expert for your firm, you’re able to cut the cord on multiple systems and remove the burden of managing on-premise hardware, updates, security and performance. Provide your firm with our best-in-class solutions for financial, case and matter management, time and expense capture, and more, securely from anywhere at any time. -
5
EzyRez
EzyRez
EzyRez is an integrated reservation, trust accounting and property management software package designed to meet the complex needs of today's building managers. EzyRez has modules specific to management rights, motels, serviced apartments, real estate, holiday property management, holiday letting, hotels, backpackers, B & B's and marinas. Now in our 16th year and used throughout Australia and New Zealand, EzyRez enjoys an unparalleled and enviable reputation for our commitment to our customers through our dedicated professional support center and continued product development. SMS Marketing, MS Outlook and Word Integration. EzyChannel, SiteMinder, Levart, eTourism, Roamfree, BookEasy, Update 247, FreeLoader. EzyRez Online, TripAdvisor TripConnect, Google Hotel Price Ads, The Booking Button, Levart, elRes, ResOnline, Book Direct To Save, NetRoomz. -
6
Resly
Resly Solutions
Combining the latest technology and simplified trust accounting, wrapped up in a beautiful and easy to use software system. Live trust account bank feeds. Direct trust account bank feeds from over 30 Australian banks makes reconciliation a breeze. One-click end of month. End of month headaches are a thing of the past, our process is simple, fast and painless. Secure cloud storage. Access your reports and statements anytime, anywhere, utilizing our secure cloud storage feature. No need to back-up your computer. We’ve got your back, even if it means working weekends. Get support when you need it, with Resly you will have access to support like no other. Use our self-help guides, live chat facility or jump on the phone, 7 days a week. All in one solution. Resly Connect provides a seamless channel manager connection feeding through to over 100 websites and suppliers, including all the big names like booking.com, Agoda, Expedia and Airbnb. -
7
MomentumTRUST
Momentum3
When you log into MomentumTRUST you are presented with a dashboard displaying real-time portfolio snapshots of key account factors. The dashboard is designed to help you strategically plan your day. Integrated with trading software, the dashboard pulls transactions and pricing to provide users with real-time valuations of all customer accounts. The social network style lets users leave notes on almost any entity and track those over time. MomentumTRUST’s built-In CRM+ allows you to efficiently track and connect prospects, accounts, households, beneficiaries, grantors and third-party relationships related to trust management. Whether you are in the office or on-the-go, easily review and respond to client requests with MomentumTRUST’s portfolio analytics tools. MomentumTRUST’s secure, in-system scanning and storage allows your business to easily organize, file and retrieve documents in a cloud-based environment. -
8
Nota
Nota
Designed with attorney insights, Nota is a no-cost, cloud-based platform that provides business banking solutions for attorneys managing solo and small law firms. With 3-way reconciliation, check printing, and tool integration with your practice management, accounting and payment systems, Nota is banking designed to maximize your efficiency and offers transparent pricing and dedicated support from bankers who know attorneys. Set up categories and track income and expense items like payroll, rent, court fees and client payments. All money in and out of your checking account can be assigned to a category and tracked to the penny. No more using spreadsheets or ledgers to track your client balances. All money in and out of your IOLTA account can be assigned to a client matter and reconciled in real-time right down to the penny. Use Nota’s 3-way reconciliation report to support the reconciliation process. And you can print checks from your IOLTA to your home/office printer. -
9
NOBL
Paulmar Group
NOBL is a new generation of agency management system that, unlike other systems, has its focus on the management of insurance trust account daily operations and premium financial solvency. NOBL leverages the benefits of new trust ledger accounting and unique trust account outsourcing technology. NOBL offers P&C insurance agencies maximum workflow optimization and an unprecedented increase in operating efficiency. NOBL services are similar to the payroll service, agencies provide source documents; Paulmar, the outsourcing partner, manages premiums and returns premiums from the time they are transacted until they are fully disbursed to legal owners. Implemented with new accounts and renewals; no disruption to the agency’s ongoing business will occur. This unique technology is ready. NOBL will significantly enhance performance to render P&C independent agencies more productive and significantly more efficient. -
10
Trust Accountant Cloud
Delta Data
Secure, reliable, and full-featured, Trust Accountant helps simplify the accounting for estates, trusts, guardianships, and investment portfolios. Created by Delta Data, this comprehensive real-time fiduciary accounting software solution provides a robust set of features that include cash sweep, pooled fund accounting, accrual account, dual authentication, encrypted sessions, tax code edit, income tax report, asset gain and loss reports, security pricing, and more.Starting Price: $100 per month -
11
Redi2 Revenue Manager
Redi2 Technologies
A powerful rules engine that supports the most custom billing scenarios your firm negotiates with your demanding clients – all at the fingertips of billing operators and finance professionals, with secure access and controls. Let us help you unlock your potential for negotiating competitive and unique investment management agreements. An integrated invoicing solution for producing one of your firm’s most important client-facing documents. Clear and accurate invoices drive cash collection efficiencies and customer satisfaction. Give your marketing team unlimited possibilities for professionally designing your invoices – you’ll never have to fret about another lackluster fee statement going out the door. Upgrade your revenue management and collection operations to a global platform that calculates fees and journal entries in any foreign currency. -
12
InnoTrust
Innovest Systems
Innovest’s flagship product, InnoTrust, offers a dramatically better way to support the accounting and reporting needs of trust companies, banks, private banks, retirement plan administrators, and others that need to control, account for and report on assets held in trust, wealth, and retirement accounts. We are web services/API enabled, allowing seamless third-party software and internal program compatibility, topped with easy access to customer data through the user-friendly navigation. We provide a full suite of portfolio management tools including rebalancing, trade blotters, trade order management, and integrated performance reporting. Full principal, income, and tax lot accounting services, along with cost basis tracking and a Tax Reporting functionality that includes system-generated 1099s, 5498s, and tax worksheets. Includes exception tracking, configurable questions and answers, and follow-up tickler tracking. -
13
Eleven
RunEleven
Advanced Accounting, Automated. An accounting platform that helps professional accountants automate mundane tasks to focus on what really matters: customers. Eleven supports multi-currency and multi-company and is highly scalable with capability to process high transaction. Eleven allows your accountants to manage at least twice more clients. We deliver this benefit through several key features. Eleven enables firms and clients to have real time collaboration, allowing immediate response to questions and exchange of data and documents with speed and efficiency. Eleven eliminates repetitive and manual task with the automation of creating transactions from documents so you can focus on controlling the transactions and delivering high value tasks. Documents can be uploaded in batch to have data extracted and automatically sorted by journals and fiscal year. Even with manual transactions, there are templates for journal and analytical entries that allow you to save precious time. -
14
Dingosoft Trust Accounting
Dingosoft
Dingosoft Trust Accounting is the only mainstream ERP trust accounting solution on the market. Developed with the Sage 300 Software Development Kit, it is a true, fully integrated Sage 300 module with all the standard ERP features and functionality. So get rid of all those add-ons and small niche products because now everyone can use a true mainstream ERP accounting system with trust accounting functionality built in. Dingosoft Trust Accounting is a Sage 300 ERP module which meets the needs of Law Firms, Accounting Firms, Real Estate Agencies or any other profession where clients funds are held in escrow and need to be accounted for. Trust Accounting provides a comprehensive multi-user, multi-currency Trust Ledger and handles receipts, payments, transfers and adjustments. Seamless integration with Sage 300 ERP Bank Services enables trust bank account reconciliation including importing of statements for automatic reconciliation. -
15
Pacer
SS&C Technologies
Pacer® is a multi-currency portfolio management solution designed for global investment managers with large transaction volumes, serving predominantly global institutional or private clients. It gives you a comprehensive, integrated platform for managing securities, transactions, positions, cash, income, corporate actions, and all record keeping. With global multi-currency capabilities, you can track transactions and portfolios and re-value in any currency. Pacer simplifies and accelerates even the most challenging global portfolio accounting processes. Comprehensive portfolio accounting: Manage your portfolios with a proven solution that meets all of the needs of your business streams. Real-time data: Gain timely access to worldwide securities data via the SS&C-owned Securities Valuation Corporation (SVC). Robust web-based reporting: Get real-time portfolio data anywhere with browser access. Cost-effective, scalable architecture. -
16
Thomson Reuters ONESOURCE
Thomson Reuters
Streamline your accounting, tax filing and reporting process to mitigate the risks of audits and penalties with the industry's most powerful portfolio of tax and accounting software for corporations. Thomson Reuters ONESOURCE tax software helps you stay up to date with corporate tax and trade compliance amid regularly changing state, federal and international tax laws and regulations. Boost collaboration with departments and partners and ensure seamless corporate tax and trade compliance, no matter where your company does business. ONESOURCE drives tax compliance and accounting decision-making around the world. Our solutions are: • Easily accessible across multiple locations, so that your team can collaborate and share information quickly across locations • Scalable to grow as your company does, giving you a solution that is with you for the long-term • Built on trusted research and global coverage -
17
MAUI
Infovisa
Our full suite of products and services all starts with MAUI®. The engine of our trust accounting platform, MAUI was designed to make trust professionals’ jobs easier. With an intuitive design and powerful, real-time reporting, more and more trust professionals are relying on MAUI to power their growth and meet clients’ needs. We built the most advanced trust accounting application from the ground up. And we keep building. Using constant feedback from users, we’ve created modules that can be added onto the MAUI platform, giving you a robust, scalable, customized solution that helps you take care of your customers. The Infovisa Client Portal is our online portal for you and your clients. Your customers can customize dashboards and view reports to get the information they need in a way that makes sense to them. Customers can also download statements, reducing printing and mailing expenses. -
18
Ramco ERP
Ramco Systems
Digitization of businesses is a reality. In a world where robots are gearing to enter the front-office, enterprises need to think radically to survive. Focusing on ERP as a tool to improve operations will no longer suffice. It is here that Born-in-cloud enterprise solutions are redefining the digital backbone of organizations who are keen to innovate and succeed in an volatile, uncertain and complex market. Built on Ramco VirtualWorks®, the most advanced and revolutionary enterprise application assembly and delivery platform, Ramco ERP on Cloud enables you to get a 360-degree view of your business, anytime, from anywhere by putting all your business functions on to one single platform on the Cloud and automating and integrating them, end-to-end. With this unified view of business, you can drive innovation across the value chain, improve efficiency, and reduce costs and time to market. What’s more, the entire suite of product is accessible over the Internet. -
19
The Plaintiff
Data Development
Data Development has been providing this software and world class support to plaintiff attorneys for more than 25 years. The software is available in modules so you only buy what you need. -
20
Amberlo
Amberlo
Amberlo is a cloud-based law practice management software for law firms of all sizes and all practice areas. It makes everyday activities – such as managing contacts & cases, organizing documents, time tracking, legal-specific billing, and planning daily activities for yourself & colleagues - easier, more secure, and more efficient. Empowering lawyers to operate profitably, adapt continuously, and grow sustainably, Amberlo offers seamless access to crucial information anytime, anywhere, and across any device—all you need is a browser and an internet connection. Plus, you can start benefiting from its features in just 10 minutes! And if you strive to create sustainable value for your clients and stay ahead of the competition – Amberlo is right for you!Starting Price: €25 per user per month -
21
LEAP
LEAP
LEAP streamlines workflows, saves time, and reduces clerical errors when producing forms, motions, and other case-related documents. LEAP’s single, integrated platform deploys real-time changes across all areas of your business. Simplify legal office IT and reduce legal office overhead. Save time on administrative tasks and reduce human clerical errors. Instantly create legal documents while enjoying the benefits of a mobile law office. Work from anywhere, anytime. Work with or without an internet connection and increase productivity by keeping everything you need to run your firm in one place. Collaborate on documents and case files, manage clients, work on accounting billing, and collect client payments all securely online from anywhere. Automatically record time on your client's calls and access cases, clients, and documents with a single sign-on for all your devices. Create, store, organize, track changes, and share legal documents via LEAP to become a true paperless law office.Starting Price: $129.00/month/user
