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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PracticePanther Legal Software

PracticePanther Legal Software

par PracticePanther Legal Software

(244 avis)

Join the HIGHEST RATED legal software on Capterra! See why tens of thousands of law firms in over 170 countries use PracticePanther to automate their firms, and get more done in less time. Never miss deadlines, get paid faster with one-click billing, & track billable time & expenses. Work from anywhere, on any device, with the mobile apps. It's easy, user-friendly and intuitive. Now you can spend less time managing your firm, and more time making money. Try it free, no credit card needed. En savoir plus sur PracticePanther Legal Software

Mobile friendly and secure legal software that's surprisingly easy to use. Save time. Grow your firm. Go paperless. Work from anywhere. En savoir plus sur PracticePanther Legal Software

QuickBooks Online

QuickBooks Online

par Intuit

(2 136 avis)

Automated Online Banking télécharge les transactions depuis votre banque ou votre carte de crédit directement dans votre entreprise QuickBooks Online. En savoir plus sur QuickBooks Online

Automated Online Banking télécharge les transactions depuis votre banque ou votre carte de crédit directement dans votre entreprise QuickBooks Online. En savoir plus sur QuickBooks Online

AbacusLaw

AbacusLaw

par Abacus Data Systems

(207 avis)

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

CosmoLex

CosmoLex

par CosmoLex

(132 avis)

CosmoLex is the only total solution that includes 100% compliant law office accounting (No QuickBooks Required!) along with legal billing & practice management. Built-in IOLTA trust accounting safeguards, fully integrated billing, accounting & practice management, automated bank account reconciliation, and one-click 3-way reconciliation keeps your firm audit-ready all the time. Thousands of legal professionals run simplified and compliant practices with CosmoLex. Try CosmoLex free today! En savoir plus sur CosmoLex

CosmoLex is the only Cloud-based, all-in-one practice management, billing, AND accounting system (No QuickBooks Required). En savoir plus sur CosmoLex

Aderant Expert Sierra

Aderant Expert Sierra

par Aderant

(1 avis)

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. En savoir plus sur Aderant Expert Sierra

Expert Sierra is the most comprehensive end-to-end cloud solution for the mid-size firm helping you manage your practice and firm. En savoir plus sur Aderant Expert Sierra

Kurent

Kurent

par Tabs3 Software

(4 avis)

Kurent, by Tabs3, gives you an easy way to track your time, create invoices, manage trust accounts, and get paid on any device. With Kurent, you can track time from any screen, create and send customizable invoices, and keep track of your matters and your firm with easy-to-use dashboards. With our LawPay and QuickBooks integrations, you can get paid online, and manage your back office. Without elaborate practice management features to get in the way, billing should take minutes, not hours. En savoir plus sur Kurent

Kurent provides attorneys with a seamless way to track time, create invoices, manage trust accounts, and get paid - on any device. En savoir plus sur Kurent

Tabs3 Trust Accounting

Tabs3 Trust Accounting

par Tabs3 Software

(10 avis)

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 Trust Accounting

Maintain separate trust fund accounts with stand alone trust or complete firm management with Tabs3 Billing and PracticeMaster. En savoir plus sur Tabs3 Trust Accounting

Zola Suite

Zola Suite

par Zola Suite

(67 avis)

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

Powerful practice management with built-in email and accounting. Beautiful, fun to use web interface and apps for iOS and Android. En savoir plus sur Zola Suite

TimeSolv Legal Billing

TimeSolv Legal Billing

par TimeSolv Billing

(177 avis)

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

MyCase

MyCase

par MyCase

(200 avis)

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

Trust Accountant

Trust Accountant

par Delta Data

(0 avis)

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

HoudiniESQ

HoudiniESQ

par LOGICBit

(137 avis)

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

Case Master Pro

Case Master Pro

par Case Master

(7 avis)

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

NOBL - Policy Managment

NOBL - Policy Managment

par PAULMAR Software

(0 avis)

SaaS cloud solution for the automation of P&C insurance agencys trust account. Reducing agency workload to make it more productive and significantly more efficient. Endorsement billing, automated invoice follow-up, cancellation endorsements and return premium refunds, new accounting and trust financial solvency, all guaranteed standard feature. A suite of 8 different products available. 75 premium and return premium, production and financial reports. Secured cloud server and software access. En savoir plus sur NOBL - Policy Managment

SaaS cloud solution for the automation of P&C insurance agencys trust account. En savoir plus sur NOBL - Policy Managment

TrustNet

TrustNet

par HWA International

(0 avis)

Zoho Books

Zoho Books

par Zoho

(273 avis)

Logiciel de comptabilité simple et facile à utiliser pour gérer vos finances professionnelles de manière intelligente

Logiciel de comptabilité simple et facile à utiliser pour gérer vos finances professionnelles de manière intelligente

Actionstep

Actionstep

par Actionstep Software

(47 avis)

A top-rated, fully-featured, cloud-based practice management solution for growing law firms. Intelligent, flexible and affordable.

A top-rated, fully-featured, cloud-based practice management solution for growing law firms. Intelligent, flexible and affordable.

Ramco ERP

Ramco ERP

par Ramco Systems

(9 avis)

Ramco offers post-modern and cognitive ERP software on cloud transforming organizations to digital enterprises.

Ramco offers post-modern and cognitive ERP software on cloud transforming organizations to digital enterprises.

Trust IS

Trust IS

par Trust Service Company

(0 avis)

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.

TrustBooks

TrustBooks

par TrustBooks

(4 avis)

Web-based trust accounting software for attorneys.

Web-based trust accounting software for attorneys.

The Plaintiff

The Plaintiff

par Data Development

(1 avis)

Software for plaintiff attorneys; case management, document management, trust accounting, checkbook and more.

Software for plaintiff attorneys; case management, document management, trust accounting, checkbook and more.

Fiduciary Accounting

Fiduciary Accounting

par Legal Automation

(0 avis)

Software to manage probate, conservatorship, guardianship or trust accounting.

Software to manage probate, conservatorship, guardianship or trust accounting.

PerfectLaw

PerfectLaw

par Executive Data Systems

(2 avis)

All-In-One (TM) software for Front Office, Back Office, mobile devices, and the web.

All-In-One (TM) software for Front Office, Back Office, mobile devices, and the web.

uLaw Practice

uLaw Practice

par Superfluid Software

(30 avis)

A cloud based, integrated practice management, accounting, trust accounting system accessible anywhere, anytime from any device.

A cloud based, integrated practice management, accounting, trust accounting system accessible anywhere, anytime from any device.

TotalTrust

TotalTrust

par Exhibit One Software

(0 avis)

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

ESILAW 360

par ESI Software

(4 avis)

Legal billing, practice management, general and trust accounting, productivity and financial reporting and local or cloud data hosting.

Legal billing, practice management, general and trust accounting, productivity and financial reporting and local or cloud data hosting.

Iolta trust

Iolta trust

par IOLTA Trust

(0 avis)

IOLTA Trust accounting software is an easy and safe cloud based solution.

IOLTA Trust accounting software is an easy and safe cloud based solution.

InnoTrust

InnoTrust

par Innovest Systems

(0 avis)

Web-based trust accounting platform that offers asset control and reporting for banks, trust companies, and others.

Web-based trust accounting platform that offers asset control and reporting for banks, trust companies, and others.

AdvantageLaw

AdvantageLaw

par Advantage Law Software

(5 avis)

Time & cost tracking, billing, trust, accounting, management & financial reporting, budgeting, docket and case management.

Time & cost tracking, billing, trust, accounting, management & financial reporting, budgeting, docket and case management.

ONESOURCE Trust Tax

ONESOURCE Trust Tax

par Thomson Reuters

(0 avis)

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.

Microgen 5Series

Microgen 5Series

par Microgen

(0 avis)

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

BHL Insight

par BHL Software

(0 avis)

BHL Insight is a sophisticated and flexible Legal Practice Management System for law firms of all sizes.

BHL Insight is a sophisticated and flexible Legal Practice Management System for law firms of all sizes.

Brief Accounting

Brief Accounting

par Brief Legal Software

(0 avis)

Cross-platform, integrated Time, Billing and Accounting software for the legal market.

Cross-platform, integrated Time, Billing and Accounting software for the legal market.

LEAP

LEAP

par LEAP

(17 avis)

LEAP is trust accounting software designed for solo & small law firms to help easily manage client trust accounts.

LEAP is trust accounting software designed for solo & small law firms to help easily manage client trust accounts.

LeanLaw

LeanLaw

par LeanLaw

(9 avis)

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.

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.

AccuTrust Gold

AccuTrust Gold

par AccuTech Systems

(0 avis)

Trust and investment management accounting software with reporting and automatic fee calculations.

Trust and investment management accounting software with reporting and automatic fee calculations.

Navigator

Navigator

par Financial Navigator

(0 avis)

General ledger and portfolio management software used by family offices, CPA firms, trusts and estates, and investment firms.

General ledger and portfolio management software used by family offices, CPA firms, trusts and estates, and investment firms.

Redi2 Revenue Manager

Redi2 Revenue Manager

par Redi2 Technologies

(0 avis)

Invoicing and revenue accounting system for asset managers and trust custodians.

Invoicing and revenue accounting system for asset managers and trust custodians.

MAUI

MAUI

par Infovisa

(1 avis)

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.

FASTER

FASTER

par FASTER Systems

(1 avis)

Fiduciary accounting system for trusts and estates reporting.

Fiduciary accounting system for trusts and estates reporting.

Trustpak

Trustpak

par infobizsolutions.com

(0 avis)

Trustpak has been designed to complete the task of Trust Accounting with speed, accuracy and ease. Supports Win10 FREE DEMO AVAILABLE

Trustpak has been designed to complete the task of Trust Accounting with speed, accuracy and ease. Supports Win10 FREE DEMO AVAILABLE

LawMaster

LawMaster

par LawMaster

(0 avis)

A powerful single solution designed to enhance the performance of your law firm. Let LawMaster improve your firm's performance by 30%!

A powerful single solution designed to enhance the performance of your law firm. Let LawMaster improve your firm's performance by 30%!

Trust Company Software

Trust Company Software

par Strategic Information Technology

(0 avis)

Offers trust companies a solution that can grow with you over time - featuring a Plug-In Banking architecture.

Offers trust companies a solution that can grow with you over time - featuring a Plug-In Banking architecture.

Pacer

Pacer

par SS&C Technologies

(0 avis)

Pacer is a multi-currency portfolio management system.

Pacer is a multi-currency portfolio management system.

Xero

Xero

par Xero

(1 298 avis)

Beautiful cloud-hosted online accounting software for small business. Accessible anytime, anywhere. Take your free trial now!

Beautiful cloud-hosted online accounting software for small business. Accessible anytime, anywhere. Take your free trial now!

Sage Intacct

Sage Intacct

par Sage Intacct

(250 avis)

The #1 Accounting Software and Financial Management Solution. Built for Finance by Finance

The #1 Accounting Software and Financial Management Solution. Built for Finance by Finance

enVisual 360

enVisual 360

par enSynergy Professional Services

(5 avis)

Integrated CRM, entity compliance, document management, trust & company administration/ accounting, practice management, web portal.

Integrated CRM, entity compliance, document management, trust & company administration/ accounting, practice management, web portal.

i-trust

i-trust

par Goldenomega.net

(0 avis)

Trust fund handling software program for mortgage and real estate brokers; offers full automation and flexibility.

Trust fund handling software program for mortgage and real estate brokers; offers full automation and flexibility.

Law firm billing system

Law firm billing system

par Morningstar Technology

(0 avis)

CaseLode is a complete suite of law office management software products

CaseLode is a complete suite of law office management software products

Trust Accounting

Trust Accounting

par Dingosoft

(0 avis)

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.