Effortlessly manage tax and legal structures
Too often, client data is buried beneath an array of scattered documents and byzantine file structures. How do you deliver value to a client when you can’t easily access the full picture? TruSyft untangles this complexity and delivers a visually accessible system of record to guide your client service. From complex ownership structures to debt agreements and estate planning, with TruSyft, everything you need for your client is just a click away.
How It Works
Map Ownership Structures
Visualize every element of an organizational chart and view it from the perspective of any given stakeholder. Now anyone on your team can understand how the pieces fit together.
Track Debts and Gifts
See the entire debt structure and gifting history for any stakeholder in the organizational chart. At a glance, quickly identify restructuring and tax planning opportunities.
Access Underlying Data
Access key data and documentation for any component of the organizational chart, debt structure, or gifting history with a single click.
Sift Down with Custom Reporting
Find the needle in the haystack. Want to see all clients with real estate, so you can sell them a cost segregation study? How about a client’s cash needs to service its debt this year? All the data is at your fingertips.
Benefits
Generate More Revenue
Attract new clients and cross-sell existing ones by seeing the forest through the trees.
Reduce Risk
Say goodbye to costly mistakes by ensuring you never advise with incomplete data again.
Streamline Succession Planning
Keep clients happy! Transfer knowledge between professionals without missing a beat.
Accelerate Employee Growth
Make a client’s structure and history accessible to your team and watch their skills flourish.
