Logiciels de gestion de fonds collectifs

Un logiciel de gestion de fonds collectifs permet aux administrateurs de gérer les portefeuilles de fiducies, de biens et de placements. Il peut être utilisé par les départements fiduciaires des banques, les comptables, les cabinets d'avocats, les organismes à but non lucratif ou encore les entreprises de fiducie indépendantes et aide à garder les administrateurs en conformité avec toutes les lois et réglementations en vigueur. Voir aussi : logiciel de comptabilité, logiciel de fund accounting, logiciel de gestion pour cabinets juridiques, logiciel de gestion des investissements et logiciel de facturation pour le secteur juridique.

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par PracticePanther Legal Software

(276 avis)
Join the HIGHEST RATED legal software on Capterra! See why tens of thousands of law firms in over 170 countries use PracticePanther to automate their firms, and get more done in less time. Never miss deadlines, get paid faster with one-click billing, & track billable time & expenses. Work from anywhere, on any device, with the mobile apps. It's easy, user-friendly and intuitive. Now you can spend less time managing your firm, and more time making money. Try it free, no credit card needed. En savoir plus sur PracticePanther Legal Software Mobile friendly and secure legal software that's surprisingly easy to use. Save time. Grow your firm. Go paperless. Work from anywhere. En savoir plus sur PracticePanther Legal Software

par AbacusNext

(226 avis)
AbacusLaw is the leader in case management software. Founded in 1983, AbacusLaw includes everything you need to run a great practice. Features include rules-based calendaring, document and form automation, matter management, conflict checking, contact management, document and email management, time tracking, billing, balance, accounting, trust accounting and more. AbacusLaw is also available in our private cloud for a complete disaster-proof solution. En savoir plus sur AbacusLaw AbacusLaw is a turn-key, fully integrated Case Management Solution for firms of all sizes, in all practice areas and jurisdictions. En savoir plus sur AbacusLaw

par Sage Intacct

(266 avis)
Sage Intacct helps CFOs access integrated management and financial reports across their business entities in minutes not days to grow and drive their business. Sage Intacct is the AICPA preferred financial management product that allows your growing mid-sized business to go further, faster with the core financials you need to automate your most important processes, reduce your reliance on spreadsheets, and give you greater visibility into your business performance. En savoir plus sur Sage Intacct The #1 Accounting Software and Financial Management Solution. Built for Finance by Finance En savoir plus sur Sage Intacct

par Clio

(497 avis)
Les meilleurs cabinets d'avocats utilisent Clio, le logiciel de gestion de cas qui permet aux avocats et aux juristes de gagner huit heures de travail par semaine. Grâce à ses fonctionnalités de suivi intuitif du temps, de facturation, de gestion des dossiers et plus encore, Clio rationalise toutes vos actions pour gérer votre cabinet, depuis l'accueil jusqu'à la facturation. Clio est basé sur le cloud, vous pouvez donc gérer votre cabinet en toute sécurité depuis n'importe où, sur n'importe quel appareil. En outre, plus de 70 outils et services juridiques ou non s'intègrent directement à Clio. Essayez-le gratuitement sur clio.com. En savoir plus sur Clio Grâce à ses fonctionnalités de suivi intuitif du temps, de facturation, de gestion des dossiers et plus encore, Clio rationalise toutes vos actions pour gérer votre cabinet. En savoir plus sur Clio

par Intuit

(2 837 avis)
Automated Online Banking télécharge les transactions depuis votre banque ou votre carte de crédit directement dans votre entreprise QuickBooks Online. Vous permet d'automatiser le processus de facturation avec les opérations de facturation récurrentes, le suivi des paiements, les relevés de facturation et la création de factures. En savoir plus sur QuickBooks Online Automated Online Banking télécharge les transactions depuis votre banque ou votre carte de crédit directement dans votre entreprise QuickBooks Online. En savoir plus sur QuickBooks Online

par Tabs3 Software

(88 avis)
Tabs3 Software has been used in law firms for 40 years. Purchase Billing on its own or alongside PracticeMaster and Financials for complete firm management. Tabs3 Software, developed with law firms in mind, makes billing and getting paid easier for everyone - attorneys, administrators, and even clients. Tabs3 Billing is feature-rich software, backed by top-tier technical support, as well as a network of consultants in the United States. Sign up for a demo to see Tabs3 in action. En savoir plus sur Tabs3 Software Tabs3 Billing is a feature-rich, customizable option for stand alone billing or complete firm management. En savoir plus sur Tabs3 Software

par TimeSolv Billing

(254 avis)
TimeSolv helps lawyers increase their billable time and get paid faster. We are the most comprehensive, yet easy-to-use cloud legal billing software proven since 1999 with over $5.2 billion billed. Join thousands of legal professionals who trust TimeSolv. TimeSolv can be used off line and online. Compatible with PCs and Macs, iPad and other tablets, iPhones and Android app. Get paid faster with LawPay and Client Portal. Try our 30-day FREE trial. En savoir plus sur TimeSolv Legal Billing We are the #1 web-based time billing and invoicing software for law firms. Find out why with our 30-day free trial. En savoir plus sur TimeSolv Legal Billing

par Zoho Books

(345 avis)
Zoho Books est un logiciel de comptabilité en ligne qui permet de gérer facilement l'argent qui entre et sort de votre entreprise. Gérez vos clients et vos factures tout en maîtrisant les dépenses. Enregistrez, surveillez et rapprochez vos comptes bancaires et transactions et collaborez avec votre comptable en temps réel. Qui plus est, Zoho Books vous aide à prendre de meilleures décisions, mieux informées et à rester au top de votre activité. En savoir plus sur Zoho Books En savoir plus sur Zoho Books

par MyCase

(240 avis)
MyCase is a complete case management solution for your law firm, providing the tools you need to improve organization, increase efficiency, and scale your firm operations. With MyCase, all of your important case details - documents, contacts, calendars, emails, tasks, invoices - are available in a single, organized location. Try a free trial (no credit card required) at mycase.com. En savoir plus sur MyCase MyCase is a complete case management solution - manage documents, contacts, calendars, emails, tasks & invoices in a central location. En savoir plus sur MyCase

par LOGICBit

(137 avis)
HoudiniEsq Fournit cas, contact, e-mail et gestion documentaire. Cela inclut l'assemblage de document, l'automatisation du workflow, la facturation et approbation, la planification des tâches, le calendrier de groupe, la génération de documents PDF/Word d'un clic, modèles d'e-mail et de document, recherche en texte intégral y compris les documents, e-mail et les pièces jointes, outils de collaboration, champs de formulaires personnalisables et liste. Intégration avec LawPay, Word, Excel, Outlook, Evernote, QuickBooks, Acrobat, les règles du calendrier/de la cour, WordPerfect et Google. En savoir plus sur HoudiniESQ HoudiniEsq fournit une gestion complète des cas et des dossiers, de la documentation, de l'automatisation des documents et du flux de travail, de l'intégration des règles du calendrier et des tribunaux, et plus. En savoir plus sur HoudiniESQ

par Zola Suite

(75 avis)
Zola Suite is THE ONLY practice management application with a TRUE, BUILT-IN EMAIL and ROBUST BUSINESS & TRUST ACCOUNTING. In addition to these unique capabilities, Zola Suite offers best-in-class Case Management features, sophisticated Bulk Billing, Document Management, Task Management and much more through an intuitive, fast and fun interface. Zola is cloud-based and is accessible through any browser as well as native iOS and Android apps. Integrations include LawPay, Quickbooks & DropBox. En savoir plus sur Zola Suite Modern, robust practice management with built-in email & accounting. Beautiful, fun to use web interface and apps for iOS and Android. En savoir plus sur Zola Suite

par Case Master

(7 avis)
Law Firm Management and Debt Collection Software for Windows, providing complete systems that will meet the needs of Law firms in terms of case management software that will also allow for remote offices on one centralized database system. The Case Master Pro software is a fully featured Windows based program that is specifically tailored for complete case management and trust accounting. En savoir plus sur Case Master Pro Providing complete systems for law firm case management and debt collection, allowing for remote offices on one centralized database. En savoir plus sur Case Master Pro
Solution facile et sécurisée, bénéficiant de notes élevées, pour une comptabilité de confiance, d'homologation, de curatelle et de portefeuille d'investissements. Utilisé par les experts-comptables, les bureaux de gestion de patrimoine, les entreprises de fiducie et les organismes de bienfaisance. DÉMO GRATUITE En savoir plus sur Trust Accountant Solution facile et sécurisée pour une comptabilité de confiance, d'homologation et d'investissement. Utilisé par les experts-comptables, les bureaux de gestion de patrimoine, les entreprises de fiducie et les organismes de bienfaisance En savoir plus sur Trust Accountant
New insurance trust accounting logic that enables agencies to report insurance trust financial solvency. Solvency is reported for each policy, each carrier and total trust. Policy premium float is calculated so trust funds beneficiaries can be reported by carrier. Enabling carriers to verify premium funds available in each producing agencys trust account. Full compliance with fiduciary mandates guaranteed. Many financial benefits for carriers. Unique Trust Balance Sheet in P&C industry. En savoir plus sur NOBL - Insurance Trust Accounting New insurance premium accounting logic that enables agencies to report insurance trust financial solvency. En savoir plus sur NOBL - Insurance Trust Accounting

par Zoho

(345 avis)
Zoho Books est un logiciel de comptabilité en ligne qui vous permet de gérer facilement les sommes d'argent qui entrent et sortent de votre entreprise. Gérez vos clients et factures tout en maîtrisant vos dépenses. Suivez, contrôlez et rapprochez vos comptes bancaires et vos transactions, et collaborez avec votre comptable en temps réel. Plus important encore, Zoho Books vous permet de prendre de meilleures décisions, mieux informées, et de gérer efficacement vos activités. Logiciel de comptabilité simple et facile à utiliser pour gérer vos finances professionnelles de manière intelligente

par HWA International

(0 avis)
TrustNet est un logiciel complet qui génère une large gamme de rapports bien organisés comprenant des fonctionnalités standard comme des échéanciers, des calculs d'honoraires de services fiduciaires, des écrans de saisie autovérifiés et l'équilibrage journalier, des formulaires 1099 mis à jour chaque année, des formulaires 5498 et des rapports électroniques à l'IRS, des examens d'investissements avec prévisions de revenus futurs, la consolidation des comptes principaux, les dividendes d'entrée unique et la cartographie des intérêts, les exportations de données vers des fichiers Excel et bien plus encore. Découvrez également les autres logiciels disponibles.

par Trust Service Company

(0 avis)
Enables trust related services such as employee benefit trust accounting, individual retirement accounts and court accounting. Enables trust related services such as employee benefit trust accounting, individual retirement accounts and court accounting.

par LEAP

(16 avis)
LEAP is an integrated legal practice and case management software for solo & small law firms wishing to become more efficient, flexible and profitable. It allows everyone in a small law firm to work collaboratively using a single integrated system that enables you to do more with the same number of people. Tools include but are not limited to automated document production, time recording, billing and legal and trust accounting. LEAP is a legal practice and case management software for solo & small law firms wishing to enhance their efficiency and profitability.

par Advantage Law Software

(5 avis)
AdvantageLaw is a nationwide leader in legal software since 1979. Our desktop software includes integrated time & cost tracking, billing, trust, accounting, financial reporting, budgeting and case management functions combine into a comprehensive yet easy to use package. All AdvantageLaw products come with an unconditional 60-money back guarantee. AdvantageLaw can accommodate up to 300 timekeepers at a competitive price. AdvantageXpress is designed for the 1 to 3 user law firm. Time & cost tracking, billing, trust, accounting, management & financial reporting, budgeting, docket and case management.

par TrustBooks

(4 avis)
Designed for small law firms, it is web-based software that helps manage, report and reconcile trust accounts. Designed for small law firms, it is web-based software that helps manage, report and reconcile trust accounts.

par Data Development

(1 avis)
Software for plaintiff attorneys; case management, document management, trust accounting, checkbook and more. Software for plaintiff attorneys; case management, document management, trust accounting, checkbook and more.

par Exhibit One Software

(0 avis)
Comprehensive accounting system allows you to produce financial reports issued by fiduciaries for estates, trusts, and guardianships. Comprehensive accounting system allows you to produce financial reports issued by fiduciaries for estates, trusts, and guardianships.
Trust and corporate administration software for entities such as trusts, companies, foundations, funds and limited partnerships. Trust and corporate administration software for entities such as trusts, companies, foundations, funds and limited partnerships.

par Financial Navigator

(0 avis)
Navigator is an integrated general ledger and portfolio management software used by Family Offices, CPA firms, Trusts and Estates, Investment firms and other financial professionals. General ledger and portfolio management software used by family offices, CPA firms, trusts and estates, and investment firms.

par Redi2 Technologies

(0 avis)
Invoicing and revenue accounting system for asset managers and trust custodians. Invoicing and revenue accounting system for asset managers and trust custodians.

par LeanLaw

(43 avis)
Dépassé par les logiciels de gestion de cabinet hypertrophiés et leurs fonctionnalités inutiles ? Avec LeanLaw, obtenez uniquement les fonctionnalités dont vous avez vraiment besoin, faites des économies et ne changez pas d'environnement : restez en ligne ou sur l'appareil que vous utilisez déjà. LeanLaw rationalise le pointage et la facturation, vous permet de vous faire payer plus rapidement et résout la comptabilité en fiducie grâce à son intégration puissante à QuickBooks Online. Réduisez vos frais et le temps passé sur ce type de tâches. Version d'essai gratuite disponible. Le logiciel LeanLaw offre une véritable intégration avec QuickBooks. Version d'essai gratuite, application mobile. Faites-vous payer plus rapidement et en ligne. Saisie facile des heures.

par Superfluid Software

(32 avis)
A cloud based, integrated Legal accounting and Practice Management, general accounting and trust accounting, system accessible ANYWhere, ANYTime from ANYDevice. uLaw has seamlessly Simplified trust and general accounting, automated court forms and provides powerful analytics allow solos and small law to operate efficiently, saving time and money with the comfort in knowing they are compliant with law society regulations. A cloud based, integrated practice management, accounting, trust accounting system accessible anywhere, anytime from any device.

par ESI Software

(4 avis)
ESILAW 360 is an integrated practice management and accounting solution that helps you build a stronger foundation for your legal practice and allows you to do what you do best - practice law. Store your data locally or on the cloud and enjoy features like easy time & expense tracking, fast billing, efficient client and matter management, and fully integrated accounting back-end. Try today and join thousands of lawyers who have been using ESILAW legal solutions for over 30 years! Legal billing, practice management, general and trust accounting, productivity and financial reporting and local or cloud data hosting.

par Executive Data Systems

(3 avis)
PerfectLaw is the most function- and feature-rich legal software that uses a single All-in-One (TM) database for all law office applications. This means you enter your data once and it's immediately available to everyone and every application, subject to security constraints. All-in-One (TM) software reduces the cost/effort of installation, training, support, & maintenance. With PerfectLaw, there is only one vendor to call, and one comprehensive suite of products for your law firm to learn. All-In-One (TM) software for Front Office, Back Office, mobile devices, and the web.

par Infovisa

(2 avis)
Online, real time trust accounting solution for managing general account information, account balances and transaction history. Online, real time trust accounting solution for managing general account information, account balances and transaction history.

par Thomson Reuters

(1 avis)
Automates all phases of the tax process from initial bridging of trust accounting data to the final printout of a completed tax return. Automates all phases of the tax process from initial bridging of trust accounting data to the final printout of a completed tax return.

par FASTER Systems

(1 avis)
Fiduciary accounting system for trusts and estates reporting. Fiduciary accounting system for trusts and estates reporting.

par Brief Legal Software

(0 avis)
Cross-platform, integrated Time, Billing and Accounting software for the legal market. Cross-platform, integrated Time, Billing and Accounting software for the legal market.

par infobizsolutions.com

(0 avis)
Trustpak - Multi-Bank, Multi-currency Trust Accounting Software has been designed to complete the task of Trust Accounting with speed, accuracy and ease. It produces all of the reports necessary for a Trust Account audit. Trustpak for Windows Free 60 Day Demo Version. Now Supporting Windows 10. We have versions for Australia, Canada, Malaysia, New Zealand, Philippines, South Africa, United Kingdom, USA. Fully compliant with all Australian Trust Account Regulations. Trustpak has been designed to complete the task of Trust Accounting with speed, accuracy and ease. Supports Win10 FREE DEMO AVAILABLE

par AccuTech Systems

(0 avis)
Trust and investment management accounting software with reporting and automatic fee calculations. Trust and investment management accounting software with reporting and automatic fee calculations.

par LawMaster

(0 avis)
LawMaster technology is more comprehensive, more integrated and more functional than any other practice management software system available. While others have some of what you need, LawMaster has everything in-built, seamless and fully integrated. Theres no need for multiple software packages and no reliance on legacy systems. LawMaster has been known to improve a firm's performance by as much as 30%...Let LawMaster find your firm's 30% A powerful single solution designed to enhance the performance of your law firm. Let LawMaster improve your firm's performance by 30%!

par SS&C Technologies

(0 avis)
Pacer is portfolio management and accounting system designed to manage diversified global portfolios and meet the unique management and accounting needs of all business streams, from institutional and pension management, to separately managed accounts, private client portfolios, mutual funds and unit trusts. Pacer is a multi-currency portfolio management system.

par IOLTA Trust

(0 avis)
IOLTA Trust accounting software is an easy and safe cloud based solution. IOLTA Trust accounting software is an easy and safe cloud based solution.

par BHL Software

(0 avis)
BHL Insight is a sophisticated and flexible Legal Practice Management System that can be installed on your local device, your firms local server and/or accessed remotely via the cloud. BHL Insight is a truly open system and easily interfaces with Microsoft Office, Outlook Hummingbird, iManage, Worldox and other third party products, but it does not rely on such products for its core functionality. BHL Insight is a sophisticated and flexible Legal Practice Management System for law firms of all sizes.

par Innovest Systems

(0 avis)
Web-based trust accounting platform that offers asset control and reporting for banks, trust companies, and others. Web-based trust accounting platform that offers asset control and reporting for banks, trust companies, and others.

par Xero

(1 574 avis)
Award-winning online accounting software designed for small business owners and accountants. Available on any computer or mobile device with an internet connection. Business finances and cashflow are updated in real time. Imports transactions from bank accounts. Unlimited user logins. Integrates with over 600 3rd-party business applications. Supports multiple currencies. Data is accessible through a single ledger, allowing accountants and clients to collaborate around finances. Beautiful cloud-hosted online accounting software for small business. Accessible anytime, anywhere. Take your free trial now!
Expert Sierra is the most comprehensive end-to-end legal cloud solution for the mid-size firm (15-150 users) helping you manage your practice and firm. Cut the cord on multiple systems. Work cases, review and edit documents, track and bill time, shorten the WIP to cash cycle with a complete financial solution and so much more. All from one robust solution anytime, anywhere from any device. Meet Expert Sierra- Aderant's legal management cloud solution. Expert Sierra is the most comprehensive end-to-end cloud solution for the mid-size firm helping you manage your practice and firm.

par enSynergy Professional Services

(5 avis)
Compliance based file & document management with integrated CRM. LiveFile 360 is productive & simple to use, files can be posted directly from Microsoft Office, scanners. LiveFile supports large file volumes and includes encryption and audit controls preventing bulk downloading. With a self indexing engine, searching is rapid and intuitive. Usage with the enVisual 360 client administration system, LiveFile surfaces files for compliance, CRM, Accounting modules and the AIR web portal. Simple, fast and secure file and document management with integrated CRM. Designed with entity compliance in mind.

par Goldenomega.net

(0 avis)
i-Trust.net is a Windows trust fund handling software program. It offers full automation and flexibility, with complete record keeping, CRM, Calendar, Letter Writing. Additionally, it produces a strict audit trail of funds. It is designed for Mortgage brokers, Real estate brokers, Foreclosure company trustees, Property management companies, Attorneys, Estates, Insurance agents, Nonprofit organizations and Payroll accounts. Trust fund handling software program for mortgage and real estate brokers; offers full automation and flexibility.

par Morningstar Technology

(0 avis)
CaseLode is a complete suite of law office management software products CaseLode is a complete suite of law office management software products
Native Sage 300 ERP module focused on the needs of professional service firms such accounting, law, and real estate agencies. Native Sage 300 ERP module focused on the needs of professional service firms such accounting, law, and real estate agencies.