CONCEPT Trustee : a reliable, compliant and sustainable software solution for the Trust Company

As a Trust company with activities in the financial and international sectors, you are looking for a reliable, compliant and sustainable software solution, particularly for Trustee activities.

Our CONCEPT Trustee solution, developed in Switzerland (Nyon) since 1992 is a proven solution that simplifies compliance and contributes to significant productivity gains.

With a local and experienced support team, it notably offers :

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For Compliance, automated functions covering:
o Data / Documents control  : Compliance Diagnostic
o Clarification of high-risk transactions : Interfaces with more than 80 banks
o Name screening  : Interfaces with Worldcheck, SECO,..
o CRS – FATCA reporting : Interface with the Tax Authority portal
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For client accounting (securities / general ledger)
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Automated import of transactions from more than 80 interfaced banks
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Automatic generation of ‘Financial Statements’, including cash-flow
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For the administration of your company
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Client billing based on timesheets, services, flat fees, …
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Automatic import of cash transactions into accounting (debtors / suppliers)
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Optional digitisation of invoices using DMS solutions such as M-Files, Therefore,…

Unlike cloud-based solutions imposed by various vendors, CONCEPT Trustee guarantees proximity, long-term sustainability, and full control over your data.

In order to support the development of your business, we are at your disposal for a personalised presentation and an analysis of your needs.

Computer Performance Services Ltd

Jean-Régis Mermillod (Managing Director)

jmermillod@cpsltd.ch    +41 79 820 40 36