MAUI

MAUI is a trust accounting software developed by Infovisa, designed to cater to the needs of trust professionals in various industries. According to the vendor, MAUI offers real-time efficiency, easy-to-use features, and powerful reporting tools to streamline trust accounting processes. It is positioned as a comprehensive solution for managing trust accounts and delivering client service. MAUI is targeted at trust professionals, wealth management firms, bank trust departments, independent trust companies, and law firms.

Key Features

EASY TO USE: According to the vendor, MAUI eliminates the need for learning and re-learning codes, providing trust professionals with a user-friendly interface. With integrated CRM, the software aims to simplify account opening and maintenance. It offers clear, intuitive navigation and customizable, role-based dashboards.

REAL-TIME EFFICIENCY: The vendor claims that MAUI ensures data is always up-to-date through automatic, immediate updates, eliminating the need for manual data entry. Real-time error checking is said to enhance efficiency by identifying and resolving errors in real-time.

POWERFUL REPORTING TOOLS: According to the vendor, MAUI offers a range of reporting tools to meet the needs of trust professionals. The software aims to enable the easy production of reports for any "as of" date. Advanced Grid Technology® is claimed to simplify client presentations, while integrated, automated modeling for mutual funds and built-in performance measurement reporting enhance reporting efficiency.

ADMIN DASHBOARDS: MAUI provides role-based, easy-to-use dashboards for administrators, according to the vendor. These dashboards aim to streamline administrative tasks and provide a centralized view of key metrics and data.

MAUI INVESTMENT MANAGER DASHBOARD: The Investment Manager module within MAUI is said to offer robust portfolio management capabilities. The vendor claims that MAUI's Investment Manager dashboard enables flexible and easy account rebalancing, enhancing investment management capabilities.

MAUI INVESTMENT MANAGER PROPOSAL GENERATOR: According to the vendor, the Investment Manager tool within MAUI includes a built-in proposal generator to simplify the process of creating investment proposals for clients and prospects. This feature is claimed to streamline proposal creation and enhance client communication.

ACCOUNT DASHBOARDS: MAUI's role-based account dashboards are designed to provide trust professionals with necessary information at an account level. These dashboards aim to offer a comprehensive view of account details, facilitating efficient account management and decision-making.

ARRM EXCEPTIONS DASHBOARD: The Account Review and Risk Manager (ARRM) module within MAUI is intended to enable complete account reviews and tracking of exceptions. Trust professionals can reportedly review accounts and manage exceptions through this web-based application, ensuring compliance and risk management.

HOUSEHOLD STATEMENT REPORTING: MAUI allows for the creation of reports at an individual level or a household level, making it suitable for managing high net worth relationships. According to the vendor, this feature enables trust professionals to provide personalized and comprehensive reporting to clients and households.