We’re looking forward to connecting with you at the 2022 ALTA ONE conference October 11-14 in San Diego, CA.
Conference Location: Booth #3
We are excited to preview Banking Services, TrustLinkTM Services and Wealth Management Services at the conference – more details below and how you can get in touch with our team.
Banking Services
Our solutions streamline your banking processes by allowing you to conduct banking activities directly within your title and escrow software system. This paired with competitive bank fees and earnings credits, saves you time and money.
Integrated software platforms include:
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TrustLinkTM Services
TrustLinkTM consists of a suite of compliance-focused services to assist escrow and title companies with their trust accounting requirements. Maintain your compliance initiatives and safeguard your trust accounts by incorporating TrustLinkTM Services into your daily process.
Key benefits of TrustLink:
- Daily & Monthly 3-way Reconciliation
- Robust Trust Accounting & Management Reports
- 1099-S & W-9 Tax Reporting Service
- Unclaimed Property Service
- ALTA Best Practice Compliant
Wealth Management Services
Receive a personal consultation from one of our wealth management advisors for your personal needs during the conference. We have been advising high-net-worth individuals and families in the areas of investment management, wealth planning and trust services for over six decades.
Our services include:
- Personal Trusts
- Real Estate Investing
- Estate and Legacy Planning
- Financial Planning
- Investment Management
