Comprehensive and flexible trust accounting software which is easy to learn and use. Trust Accountant™ is a reliable, full featured, real time fiduciary accounting software program with customizable customer, court, management and regulator reports. It is a proven accounting software tool using the latest technology, in a user-friendly format with cost effective pricing. It is used by trust accounting professionals nationwide; community bank trust departments, independent trust companies, accountants/CPAs, law firms, family offices, guardians, foundations, non-profit organizations and others who have the need to do trust, probate, and investment accounting.
draws from years of industry experience, rejecting codes in favor of drop-down data input screens that save staff time and operational resources.
allows the user to download portfolio transactions from participating financial institutions and tap family-office-ready manual entry features to work with unique assets and robust reporting capabilities which provide many ways to export the results to everyone who needs to be kept in the reporting loop.
designed to streamline and manage the myriad of administrative, compliance and day to-day tasks that challenge even the most highly organized professionals. It helps you brief account documents and record the unique developments, changing needs of each account on an ongoing basis.
is ICP's flexible, cloud based, time tracking system which was designed and developed to with a simple, yet innovative design to allow most any company tailor the interface to meet their specific data entry and time tracking needs.
Easy to use
"We've been using Delta Data's Trust Accounting software for over 7 years and find it very easy to use. The reports help keep us in the know."
T. Baker, Roseville, MN
Easy to learn
"The Trust Accountant™ Software was very easy to set up and learn. We were on our way in about an hour. I would recommend this software to anyone."
M. Stevens, Dubuque, IA