Logiciels de gestion de fonds collectifs
Un logiciel de gestion de fonds collectifs permet aux administrateurs de gérer les portefeuilles de fiducies, de biens et de placements. Il peut être utilisé par les départements fiduciaires des banques, les comptables, les cabinets d'avocats, les organismes à but non lucratif ou encore les entreprises de fiducie indépendantes et aide à garder les administrateurs en conformité avec toutes les lois et réglementations en vigueur. Voir aussi : logiciel de comptabilité, logiciel de fund accounting, logiciel de gestion pour cabinets juridiques, logiciel de gestion des investissements et logiciel de facturation pour le secteur juridique.
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Note du produit
- Cloud, SaaS, web (33)
- Installation (Mac) (4)
- Installation (Windows) (23)
- Mobile (Android natif) (19)
- Mobile (iOS natif) (19)
- Calcul et validation des frais (33)
- Comptabilité d'exercice (27)
- Gestion de l'impôt (31)
- Gestion de la conformité (28)
- Gestion des reçus (32)
- Relevés clients (35)
- Rédaction de chèques (28)
- Suivi des activités (34)
- Suivi des frais (27)
- Validation croisée de la comptabilité (26)
FOR LAWYERS ONLY - IOLTA Trust accounting software for attorneys and law firms. Don't fear an audit. Manage your books the right way with PracticePanther. Stay organized, and keep track of every payment and expense that flows through your firm. Sync with QuickBooks Online. Accept retainer payments. See trust account balances for each client. Pay invoices from trust funds. Stay compliant. Export reports for your accountant and make taxes a breeze. Try it free, no credit card needed. En savoir plus sur PracticePanther Legal Software Mobile friendly and secure legal case management software that's surprisingly easy to use. All your case files in 1 place. Try it free. En savoir plus sur PracticePanther Legal Software
Founded in 1983, AbacusLaw has spent decades insuring that our trust accounting exceeds all Bar Association requirements. AbacusLaw tracks all trust activity, from deposits to printing checks, with detailed on-screen or printed reports so you're completely safeguarded. Integrated with time and billing, our trust accounting makes it easy to maintain a complete set of records for your clients. Also available in our private cloud for a complete disaster-proof solution. En savoir plus sur AbacusLaw Fully integrated trust accounting ensures you're always in balance and that you're compliant with state and local bar associations. En savoir plus sur AbacusLaw
Sage Intacct helps CFOs access integrated management and financial reports across their business entities in minutes not days to grow and drive their business. Sage Intacct is the AICPA preferred financial management product that allows your growing mid-sized business to go further, faster with the core financials you need to automate your most important processes, reduce your reliance on spreadsheets, and give you greater visibility into your business performance. En savoir plus sur Sage Intacct The #1 Accounting Software and Financial Management Solution. Built for Finance by Finance En savoir plus sur Sage Intacct
Tabs3 Trust Accounting Software tracks an unlimited number of clients and matters, and manages up to 99 different bank accounts. Purchase Tabs3 Trust Accounting on its own or seamlessly integrate with Tabs3 Billing and PracticeMaster for complete firm management. Confidently manage your trust accounts with reports like Three-Way Reconciliation. Ensure accuracy by printing checks or recording manually written checks and EFTs and easily receive credit card payments to replenish account balances. En savoir plus sur Tabs3 Software Tabs3 Billing is a feature-rich, customizable option for stand alone billing or complete firm management. En savoir plus sur Tabs3 Software
TimeSolv is a comprehensive legal billing and timekeeping system, including robust IOLTA Trust features. Set up multiple trust accounts, show balances on invoices and in your trust reports. Set auto-replenish for your clients within TimeSolv and accept credit card payment directly to your trust account. Reconcilliation is a breeze! Our easy-to-use cloud legal billing software has been proven since 1999 with over $5.2 billion billed. Join thousands of legal professionals who trust TimeSolv. En savoir plus sur TimeSolv Legal Billing We are the #1 web-based time billing, invoicing and project management software for law firms. Find out why with our 30-day free trial. En savoir plus sur TimeSolv Legal Billing
Actionstep is an intelligent, cloud-based solution for a new generation of law professionals. Ideally suited to growing law firms, Actionstep is unique in its ability to customize workflows to suit your law practice. Together with sophisticated case management, full accounting, and intelligent time tracking, Actionstep is a fully-featured solution that provides next level practice management for law firms. Start your free trial today to learn more. En savoir plus sur Actionstep A top-rated, fully-featured, cloud-based practice management solution for growing law firms. Intelligent, flexible and affordable. En savoir plus sur Actionstep
MyCase understands the importance of trust accounting compliance and an attorney's ethical obligations when it comes to handling client funds. From time tracking to invoice creation to collecting payment and everything in between, MyCase simplifies an otherwise complicated process with comprehensive end-to-end billing and account reconciliation, saving your firm precious time month after month. Try MyCase for free at mycase.com - no credit card required. En savoir plus sur MyCase MyCase is a complete legal billing solution - track time, automate billing and invoicing & accept online payments in central location. En savoir plus sur MyCase
Solution facile et sécurisée, bénéficiant de notes élevées, pour une comptabilité de confiance, d'homologation, de curatelle et de portefeuille d'investissements. Utilisé par les experts-comptables, les bureaux de gestion de patrimoine, les entreprises de fiducie et les organismes de bienfaisance. DÉMO GRATUITE En savoir plus sur Trust Accountant Solution facile et sécurisée pour une comptabilité de confiance, d'homologation et d'investissement. Utilisé par les experts-comptables, les bureaux de gestion de patrimoine, les entreprises de fiducie et les organismes de bienfaisance En savoir plus sur Trust Accountant
Zola Suite features best-in-class Case Management capabilities + built-in Email (using your existing accounts) + Legal Billing + Complete Accounting through an intuitive, fast and fun interface. Zola is cloud-based and is accessible through any browser as well as native iOS and Android apps. Integrates with LawPay, Quickbooks, RPost, Drive, OneDrive, Box, Dropbox, Microsoft Word/Outlook, Ricoh En savoir plus sur Zola Suite Modern, robust practice management with built-in email & accounting. Beautiful, fun to use web interface and apps for iOS and Android. En savoir plus sur Zola Suite
HoudiniEsq Fournit cas, contact, e-mail et gestion documentaire. Cela inclut l'assemblage de document, l'automatisation du workflow, la facturation et approbation, la planification des tâches, le calendrier de groupe, la génération de documents PDF/Word d'un clic, modèles d'e-mail et de document, recherche en texte intégral y compris les documents, e-mail et les pièces jointes, outils de collaboration, champs de formulaires personnalisables et liste. Intégration avec LawPay, Word, Excel, Outlook, Evernote, QuickBooks, Acrobat, les règles du calendrier/de la cour, WordPerfect et Google. En savoir plus sur HoudiniESQ HoudiniEsq fournit une gestion complète des cas et des dossiers, de la documentation, de l'automatisation des documents et du flux de travail, de l'intégration des règles du calendrier et des tribunaux, et plus. En savoir plus sur HoudiniESQ
Law Firm Management and Debt Collection Software for Windows, providing complete systems that will meet the needs of Law firms in terms of case management software that will also allow for remote offices on one centralized database system. The Case Master Pro software is a fully featured Windows based program that is specifically tailored for complete case management and trust accounting. En savoir plus sur Case Master Pro Providing complete systems for law firm case management and debt collection, allowing for remote offices on one centralized database. En savoir plus sur Case Master Pro
New insurance trust accounting logic that enables agencies to report insurance trust financial solvency. Solvency is reported for each policy, each carrier and total trust. Policy premium float is calculated so trust funds beneficiaries can be reported by carrier. Enabling carriers to verify premium funds available in each producing agencys trust account. Full compliance with fiduciary mandates guaranteed. Many financial benefits for carriers. Unique Trust Balance Sheet in P&C industry. En savoir plus sur NOBL - Insurance Trust Accounting New insurance premium accounting logic that enables agencies to report insurance trust financial solvency. En savoir plus sur NOBL - Insurance Trust Accounting
TrustNet est un logiciel complet qui génère une large gamme de rapports bien organisés comprenant des fonctionnalités standard comme des échéanciers, des calculs d'honoraires de services fiduciaires, des écrans de saisie autovérifiés et l'équilibrage journalier, des formulaires 1099 mis à jour chaque année, des formulaires 5498 et des rapports électroniques à l'IRS, des examens d'investissements avec prévisions de revenus futurs, la consolidation des comptes principaux, les dividendes d'entrée unique et la cartographie des intérêts, les exportations de données vers des fichiers Excel et bien plus encore. Découvrez également les autres logiciels disponibles.
Zoho Books est un logiciel de comptabilité en ligne qui vous permet de gérer facilement les sommes d'argent qui entrent et sortent de votre entreprise. Gérez vos clients et factures tout en maîtrisant vos dépenses. Suivez, contrôlez et rapprochez vos comptes bancaires et vos transactions, et collaborez avec votre comptable en temps réel. Plus important encore, Zoho Books vous permet de prendre de meilleures décisions, mieux informées, et de gérer efficacement vos activités. Logiciel de comptabilité simple et facile à utiliser pour gérer vos finances professionnelles de manière intelligente
Ramco is a fast growing cloud enterprise software player across ERP, Logistics, Asset Management, HCM & Global Payroll, Time & Attendance and Aviation MRO. Ramco ERP is a comprehensive cloud ERP solution catering to the needs of fast growing enterprises embarked on digital transformation. Ramco's cognitive and post-modern ERP software help optimize complex business processes and enables organizations to thrive digitally. Visit http://bit.ly/2cKybfn for more details. Ramco offers post-modern and cognitive ERP software on cloud transforming organizations to digital enterprises.
Enables trust related services such as employee benefit trust accounting, individual retirement accounts and court accounting. Enables trust related services such as employee benefit trust accounting, individual retirement accounts and court accounting.
PerfectLaw is the most function- and feature-rich legal software that uses a single All-in-One (TM) database for all law office applications. This means you enter your data once and it's immediately available to everyone and every application, subject to security constraints. All-in-One (TM) software reduces the cost/effort of installation, training, support, & maintenance. With PerfectLaw, there is only one vendor to call, and one comprehensive suite of products for your law firm to learn. All-In-One (TM) software for Front Office, Back Office, mobile devices, and the web.
A cloud based, integrated Legal accounting and Practice Management, general accounting and trust accounting, system accessible ANYWhere, ANYTime from ANYDevice. uLaw has seamlessly Simplified trust and general accounting, automated court forms and provides powerful analytics allow solos and small law to operate efficiently, saving time and money with the comfort in knowing they are compliant with law society regulations. A cloud based, integrated practice management, accounting, trust accounting system accessible anywhere, anytime from any device.
Comprehensive accounting system allows you to produce financial reports issued by fiduciaries for estates, trusts, and guardianships. Comprehensive accounting system allows you to produce financial reports issued by fiduciaries for estates, trusts, and guardianships.
ESILAW 360 is an integrated practice management and accounting solution that helps you build a stronger foundation for your legal practice and allows you to do what you do best - practice law. Store your data locally or on the cloud and enjoy features like easy time & expense tracking, fast billing, efficient client and matter management, and fully integrated accounting back-end. Try today and join thousands of lawyers who have been using ESILAW legal solutions for over 30 years! Legal billing, practice management, general and trust accounting, productivity and financial reporting and local or cloud data hosting.
AdvantageLaw is a nationwide leader in legal software since 1979. Our desktop software includes integrated time & cost tracking, billing, trust, accounting, financial reporting, budgeting and case management functions combine into a comprehensive yet easy to use package. All AdvantageLaw products come with an unconditional 60-money back guarantee. AdvantageLaw can accommodate up to 300 timekeepers at a competitive price. AdvantageXpress is designed for the 1 to 3 user law firm. Time & cost tracking, billing, trust, accounting, management & financial reporting, budgeting, docket and case management.
Automates all phases of the tax process from initial bridging of trust accounting data to the final printout of a completed tax return. Automates all phases of the tax process from initial bridging of trust accounting data to the final printout of a completed tax return.
Trust and corporate administration software for entities such as trusts, companies, foundations, funds and limited partnerships. Trust and corporate administration software for entities such as trusts, companies, foundations, funds and limited partnerships.
BHL Insight is a sophisticated and flexible Legal Practice Management System that can be installed on your local device, your firms local server and/or accessed remotely via the cloud. BHL Insight is a truly open system and easily interfaces with Microsoft Office, Outlook Hummingbird, iManage, Worldox and other third party products, but it does not rely on such products for its core functionality. BHL Insight is a sophisticated and flexible Legal Practice Management System for law firms of all sizes.
LEAP is a trust accounting software designed for solo and small law firms to manage client trust accounts accurately. LEAP removes the risk that comes with managing trust accounts. Important features include three-point trust account reconciliation, bank reconciliation, overdraft protection and printable disbursement checks. LEAP is trust accounting software designed for solo & small law firms to help easily manage client trust accounts.
Dépassé par les logiciels de gestion de cabinet hypertrophiés et leurs fonctionnalités inutiles ? Avec LeanLaw, obtenez uniquement les fonctionnalités dont vous avez vraiment besoin, faites des économies et ne changez pas d'environnement : restez en ligne ou sur l'appareil que vous utilisez déjà. LeanLaw rationalise le pointage et la facturation, vous permet de vous faire payer plus rapidement et résout la comptabilité en fiducie grâce à son intégration puissante à QuickBooks Online. Réduisez vos frais et le temps passé sur ce type de tâches. Version d'essai gratuite disponible. Le logiciel LeanLaw offre une véritable intégration avec QuickBooks. Version d'essai gratuite, application mobile. Faites-vous payer plus rapidement et en ligne. Saisie facile des heures.
Navigator is an integrated general ledger and portfolio management software used by Family Offices, CPA firms, Trusts and Estates, Investment firms and other financial professionals. General ledger and portfolio management software used by family offices, CPA firms, trusts and estates, and investment firms.
Online, real time trust accounting solution for managing general account information, account balances and transaction history. Online, real time trust accounting solution for managing general account information, account balances and transaction history.
Trustpak - Multi-Bank, Multi-currency Trust Accounting Software has been designed to complete the task of Trust Accounting with speed, accuracy and ease. It produces all of the reports necessary for a Trust Account audit. Trustpak for Windows Free 60 Day Demo Version. Now Supporting Windows 10. We have versions for Australia, Canada, Malaysia, New Zealand, Philippines, South Africa, United Kingdom, USA. Fully compliant with all Australian Trust Account Regulations. Trustpak has been designed to complete the task of Trust Accounting with speed, accuracy and ease. Supports Win10 FREE DEMO AVAILABLE
LawMaster technology is more comprehensive, more integrated and more functional than any other practice management software system available. While others have some of what you need, LawMaster has everything in-built, seamless and fully integrated. Theres no need for multiple software packages and no reliance on legacy systems. LawMaster has been known to improve a firm's performance by as much as 30%...Let LawMaster find your firm's 30% A powerful single solution designed to enhance the performance of your law firm. Let LawMaster improve your firm's performance by 30%!
Pacer is portfolio management and accounting system designed to manage diversified global portfolios and meet the unique management and accounting needs of all business streams, from institutional and pension management, to separately managed accounts, private client portfolios, mutual funds and unit trusts. Pacer is a multi-currency portfolio management system.
Award-winning online accounting software designed for small business owners and accountants. Available on any computer or mobile device with an internet connection. Business finances and cashflow are updated in real time. Imports transactions from bank accounts. Unlimited user logins. Integrates with over 600 3rd-party business applications. Supports multiple currencies. Data is accessible through a single ledger, allowing accountants and clients to collaborate around finances. Beautiful cloud-hosted online accounting software for small business. Accessible anytime, anywhere. Take your free trial now!
Integrated Trust accounting and administration software including powerful financial CRM, compliance module, trust and company statutory databases with integrated multi-currency trust accounting ledger. Connect other enVisual ledgers such as assets/investment ledger for full trust asset accounting. Connect the optional enVisual document management module to aid in record retention and compliance. Simple to implement, fast ROI. Integrated trust & company administration/ accounting, financial CRM, entity compliance, document management.
Using Kurent's IOLTA Trust Accounting features mean you can send Trust Requests, track deposits, set a minimum balance, and prevent common trust mistakes like ledge overdrafts. Rest assured knowing you'll always be current, compliant and audit ready. Kurent gives solos and small firms an easy way to track time, create invoices, manage trust accounts, and get paid on any device.Without elaborate practice management features to get in the way, billing should take minutes, not hours. Kurent provides attorneys with a seamless way to track time, create invoices, manage trust accounts, and get paid - on any device.
Expert Sierra is the most comprehensive end-to-end legal cloud solution for the mid-size firm (15-150 users) helping you manage your practice and firm. Cut the cord on multiple systems. Work cases, review and edit documents, track and bill time, shorten the WIP to cash cycle with a complete financial solution and so much more. All from one robust solution anytime, anywhere from any device. Meet Expert Sierra- Aderant's legal management cloud solution. Expert Sierra is the most comprehensive end-to-end cloud solution for the mid-size firm helping you manage your practice and firm.
i-Trust.net is a Windows trust fund handling software program. It offers full automation and flexibility, with complete record keeping, CRM, Calendar, Letter Writing. Additionally, it produces a strict audit trail of funds. It is designed for Mortgage brokers, Real estate brokers, Foreclosure company trustees, Property management companies, Attorneys, Estates, Insurance agents, Nonprofit organizations and Payroll accounts. Trust fund handling software program for mortgage and real estate brokers; offers full automation and flexibility.
Native Sage 300 ERP module focused on the needs of professional service firms such accounting, law, and real estate agencies. Native Sage 300 ERP module focused on the needs of professional service firms such accounting, law, and real estate agencies.