Phoenix Trust & Company

Phoenix is a versatile and well integrated package.

Some of the features Phoenix offers include:


Finance

- Bank, Ledger, Investment and Asset Management
- Client Accounting
- Valuations
- Management Accounting
- Aged Debt reporting and processing
- Aged Creditors
- Pooled Bank Account Management
- Bank reconciliation
- Bank Transaction Import
- In depth reporting


Statutory

- Contacts Database
- Trust and Company record management
- Production of company secretarial and regulatory documentation
- Global Changes
- Compliance Processing
- Production of minutes
- Document generation from database
- File Archive Maintenance
- Safe Custody Maintenance
- Annual Returns
- In depth reporting


Diary

- Full Diary Function
- Repeatable Entries
- Compliance Generated Entries
- Single and dual sign-off availiable