Fintech company TrustQuay has signed a technology agreement with Australian independent trustee company, Equity Trustees, to provide a digital portal and better service accessibility for clients.
As part of the mandate, TrustQuay’s NavOne will provide an integrated technology solution across Equity Trustees’ Australian offices, combining different facets of its trustee and wealth services (TWS) division into a single centralised system.
Equity Trustees has also adopted TrustQuay Portal which allows its TWS clients to access information on their trusts, funds and services.
Ian Westley, executive general manager for TWS at Equity Trustees, comments: “We are excited about implementing TrustQuay’s front-to-back-office platform, including their client portal, which will significantly 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.”
Keith Hale, executive chairman of TrustQuay (pictured), adds: “We are delighted to work with Equity Trustees, one of the oldest and largest trustee companies in Australia. We look forward to collaborating closely with them to further automate their TWS business and digitalise interaction with their clients and beneficiaries.”
.jpg)