Over the course of 2018 we have added a huge amount of features for trust management in CAS 360 – which is currently used to manage 45,000 trusts! And today we proudly release the biggest Trust Feature for 2018: The Trust Selection screen.
The trust selection screen allows every firm to see all the trusts they manage in one screen.
This means ALL existing trusts in CAS 360 can now been seen on the trust selection screen, and any new trusts can be added on it too.
We have also added label support to trusts allowing your firm to sort and group trusts however you please. These labels could also be used when setting up reports or document templates for trusts.
For all trusts with an existing corporate trustee, we have automatically added the labels that were connected to the trustee.
The screen will allow you to filter between all unit and discretionary trusts and also all trusts with a corporate trustee and an individual trustee.
All trust data screens are new as well, including enhancements to our unitholders and beneficiaries screens. Our trust distributions screens have also been enhanced making it easier than ever to prepare unit distributions and discretionary distributions.
Best of all, you can manage your firm’s trusts in CAS360 for FREE!
Other features in this release include new Post Billpay links in CAS 360, where users can now pay any outstanding ASIC fees at a click of a button. This “Pay Now” option can also be added to CAS 360 Email, SMS and document templates allowing your clients to pay their outstanding amounts at a click of a button.
We have also added support for ASIC form 406 in this update, allowing firms with foreign companies to complete this form in CAS 360.
If you want to see the Trust Selection screen and how it works – we have a short video for you:
We will cover the Trust Selection screen and all new features added in October, November and December in the December New Features webinar on 13/12/2018 – Register for free by clicking here.