TrustQuay has signed a technology agreement with Australian specialist firm Equity Trustees.
Under the deal, Equity Trustees will centralise its Trustee and Wealth Services (TWS) business – which includes charitable and community trusts, and executor and trustee services for individuals and families – onto TrustQuay NavOne to provide an integrated technology solution across its Australian offices.
Equity Trustees will also adopt TrustQuay Portal, which will digitalise the end-client experience and allow its TWS clients to access information on their trusts, funds and services from anywhere, at any time and on any device.
Ian Westley, Executive General Manager, Trustee and Wealth Services at Equity Trustees, commented: “Partnering with TrustQuay will allow us to bring all services in this division of our personal fiduciary business onto a single centralised system to support our growth.
“Implementing TrustQuay’s front-to-back-office platform will improve the ability of clients to engage with us where and when they choose with complete access to their information in a controlled and secure way.”