Personal Trust & Estate Administration at the next level

PT-Manager is 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. A great synoptic record with instant access to biographical, historical, and financial information. It provides and administrative calendar, past due and report writer capabilities, as well as being a management tool.