Trust and Estate
Trust and Estate
Administration software that provides a start-to-finish process for trusts and estates
Trust & Estate Software
Achieve a new level of compliance with ease by engaging our Trust and Estate software solutions.
Whether you need to tackle one piece of the process or you’re looking for an integrated solution, Onvio has the tools to streamline the process and improve efficiencies.
Accounting for Trusts and Estates – Helping you preserve lasting legacies
The ongoing maintenance of client trusts and estates is an important fiduciary responsibility and it’s also a big job. Thomson Reuters Onvio can help. Our products let you easily manage the accounting and tax administration as well as documentation. Choose one module to automate a single task, or a fully integrated solution that handles the entire process. Depending on the workflow that works best for you, we have the solutions to help you create, execute, and maintain rock-solid trusts.
Onvio includes modules that work on their own or as an integrated group:
Keep up with a detailed calendar and task list that highlights key trust and estate deadlines. The system automatically calculates when forms are due and allows for the inclusion of your own crucial dates. The Calendar is now included with the Fiduciary Accounting program. View our Fiduciary Calendar
Estate Planner, formerly zCalc, our suite of analytical products and tools give you the power to create, analyze and present powerful estate planning strategies. Demonstrate what-if scenarios, explain concepts simply and create beautiful, meaningful client presentations. View our Estate Planner
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