Elevate Your Trust Accounting with Infovisa's MAUI Software: A Comprehensive Solution for Financial Professionals

About MAUI

As a professional in the financial services industry, I am continually on the lookout for innovative solutions that can streamline operations and enhance client service. Infovisa's MAUI Trust Accounting Software stands out as a premier choice for trust professionals seeking a comprehensive and user-friendly platform.

From the moment I explored the MAUI software, it was evident that it was designed with the end-user in mind. The intuitive interface allows for seamless navigation, making it easy for both new and seasoned users to manage trust accounts without the hassle of complex coding or extensive training. The customizable, role-based dashboards provide quick access to vital information, ensuring that users can focus on what truly matters—serving their clients.

One of the standout features of MAUI is its real-time efficiency. The automatic updates and real-time error checking significantly reduce the risk of discrepancies, which is crucial in trust accounting. Additionally, the powerful reporting tools, including the Advanced Grid Technology®, enable users to generate detailed reports effortlessly, enhancing client presentations and decision-making processes.

The flexibility of the MAUI platform is another significant advantage. With various modules available, firms can tailor the software to meet their specific needs, whether it’s through the Investment Manager module for portfolio management or the Account Review and Risk Manager (ARRM) for comprehensive account assessments. This adaptability ensures that MAUI can grow alongside a firm’s evolving requirements.

Moreover, the Infovisa Client Portal and the TRUSTtrak® mobile app provide clients with convenient access to their account information, fostering transparency and trust—two essential elements in client relationships. The commitment to client service is further reflected in the testimonials from satisfied users, highlighting Infovisa's dedication to supporting their clients, regardless of their size.

MAUI Trust Accounting Software by Infovisa is a robust, scalable solution that empowers trust professionals to enhance their operational efficiency and client service. I highly recommend it to any firm looking to elevate their trust accounting capabilities and stay ahead in a competitive landscape.

Trust Accounting Features

• Accrual Accounting
• Activity Tracking
• Asset Gain & Loss Reporting
• Check Writing
• Compliance Management
• Cross Ledger Posting
• Customer Statements
• Fee Calculation & Posting
• Receipt Management
• Tax Management