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TrustReporter app for iPhone and iPad


4.0 ( 7280 ratings )
Finance
Developer: Fi-Tek,LLC
Free
Current version: 1.0.9, last update: 7 years ago
First release : 06 Nov 2014
App size: 42.21 Mb

TRMobile (TrustReporter Mobile) is financial reporting application that provides Fi-Tek clients quick and easy access to their portfolio. Users can view their portfolios performance, their holdings, transaction details, taxlot details, pending trades, & statements.


ABOUT FI-TEK, LLC:

Fi-Tek is a growing Technology company providing proprietary Financial Software Solutions to the Wealth Management and Alternative Investment markets.

Fi-Tek’s financial platforms include: HedgeTek, the premier Partnership and Investor Accounting system for the large user market, providing an integrated Onshore and Offshore Book and Tax Allocation solution for leading Hedge Fund Managers and Fund Administrators; and TrustPortal, the industry’s most advanced integrated Wealth Management solution for Trust and Private banks, Family Offices, and other Wealth Managers, offering complete investment management on a single, web-based platform.

Fi-Tek’s Professional Services consulting assists clients in efficiently leveraging the rich features of its platforms, while OpsSourcing Services allows clients to outsource all or parts of their operations while still retaining access to the platform for customer focused front end and compliance processes.