Trust Management

Treasury and Finance Intelligence

A powerful new module delivering new efficiencies by digitising your trust management process from end-to-end.

The trust management process has long been reliant on complex spreadsheets and manually configured reports for investors and other stakeholders.

Digitising your trust management process from end-to-end

The trust management process has long been reliant on complex spreadsheets and manually configured reports for investors and other stakeholders. Perpetual Digital’s new trust management solution changes all that! A powerful new module delivering new efficiencies by digitising your trust management process from end-to-end.

The Trust Management module can:

Automate the entire trust management process

- Data management

- Cashflow waterfalls

- Portfolio complinace and triggers

Produce and auto-distribute customised management, investor, rating agency and regulatory reporting

Integrate with your general ledger

Designed by trust managers for trust managers

The new Trust Management module was co-designed and is now being used by PCT's trust management team. The team manages circa 160 trusts and close to $40 billion FUA across multiple asset classes on the Perpetual Intelligence platform, providing better transparency to all parties.

In this video Rod Ellwood shares his view on how the new Trust Management module helps makes the whole process more efficient and scalable.

Perpetual's new Trust Management module automates a whole range of complex processes - reducing your operational risk and your over reliance on staff.

In this video, Perpetual's Andrew Romano talks about the development of the new trust management module - the customer need, development effort and technology that makes it work.

What our clients say

" The new Perpetual Intelligence's Trust Management module ticks a lot of boxes for us. We can give investors real transparency about their cashflows, and the platform also helps us distribute that information securely and flexibly."

- Jason Finlay, Treasurer, Athena Home Loans

Why not find out what end-to-end digitisation of your trust management can do for your business?

Data and analytics solutions are provided by Perpetual Digital Pty Ltd ABN 62 626 891 978 (Perpetual Digital). This publication contains general information for wholesale clients only. Without limitation, this publication and the content in the Perpetual Intelligence platform (Content) is not intended and should not be used as: (a) an invitation to enter into any legal agreement of any kind; (b) a recommendation, offer or invitation to subscribe for or purchase any investments, securities or financial products of any party (including Perpetual Digital); (c) a substitute for professional financial advice with respect to particular circumstance; or any indicator or prediction of future activity in the financial services industry. As Perpetual Digital does not hold an Australian financial services licence, the Content does not constitute financial product advice. Except as required by law, no responsibility is accepted by Perpetual Digital or its related bodies corporate or any of their officers, employees, agents or associates, for any of the Content or for any action taken by a recipient on the basis of the Content.

Australia and New Zealand

The information on this website is intended for Australian residents or citizens who are currently located in Australia, or where expressly indicated, New Zealand residents or citizens who are currently located in New Zealand only, and should not be relied on by residents or citizens of any other jurisdiction. By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.

Proceed

Americas

Please read this information carefully as it governs your use of this website. Except as otherwise indicated, the contents of this website and the products and services are intended for persons residing in the United States, and the information on this website is only for such persons. This website is not directed to any person in any jurisdiction where its publication or availability is prohibited. Persons in such jurisdictions must not use this website. By clicking the “Proceed” button below, you are agreeing to these terms.

Proceed

Singapore

Please read this information carefully as it governs your use of this website. The contents of this website and the products and services mentioned are intended for persons residing in Singapore, and the information on this website if only for such persons. This website is not directed to any person in any jurisdiction where its publication or availability is prohibited. By clicking the “Proceed” button below, you are agreeing to these terms.

Proceed

United Kingdom

This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.

Proceed

Europe

Proceed