MAUI Trust Accounting Software
The core of our comprehensive platform
EASY TO USE
- No learning and re-learning codes
- Simple account opening and maintenance with integrated CRM
- Clear, intuitive navigation
- Customizable, role-based dashboards
REAL-TIME EFFICIENCY
- Data is always up-to-date
- Automatic, immediate updates
- Real-time error checking
POWERFUL REPORTING TOOLS
- Easily produce reports for an “as of” date
- Advanced Grid Technology® makes client presentations a snap
- Integrated, automated modeling for mutual funds
- Built-in performance measurement reporting
See Maui in Action
See how easy-to-use, customizable and comprehensive MAUI is with this interactive gallery of screen shots.
ADMIN DASHBOARDS
Role-based, easy-to-use dashboards give you quick access to comprehensive information.
MAUI INVESTMENT MANAGER DASHBOARD
With robust portfoio management, you get flexible and easy account rebalancing with MAUI’s Investment Manager module.
MAUI INVESTMENT MANAGER PROPOSAL GENERATOR
MAUI’s Investment Manager tool has a built-in proposal generator so you can easily create proposals for clients and prospects.
ACCOUNT DASHBOARDS
Get all the information you need at an account level with our intuitive, easy-to-use role-based dashboards.
ACCOUNT DASHBOARDS
Get all the information you need at an account level with our intuitive, easy-to-use role-based dashboards.
ACCOUNT DASHBOARDS
Get all the information you need at an account level with our intuitive, easy-to-use role-based dashboards.
ARRM EXCEPTIONS DASHBOARD
Complete account reviews and track exceptions through our Account Review and Risk Manager (ARRM) module.
HOUSEHOLD STATEMENT REPORTING
MAUI lets you create reports at an individual level or a household level – ideal for high net worth relationships.
INFOVISA CLIENT PORTAL (ICP)
Our fully customizable client portal gives your clients access to statements, positions, transactions, performance and more.
TRUSTTRAK® MOBILE APP
Infovisa Client Portal users have easy access to account information by downloading TRUSTtrak®, a dedicated mobile app.
MANAGEMENT DASHBOARD
Role-based dashboards provide you quick access to department level information.
OPTIONS
MAUI’s dedicated option trading enables a fuller range of investment options.
MAUI® MODULES: CUSTOMIZE TO GET EXACTLY WHAT YOU NEED
We built the most advanced trust accounting application from the ground up. And we keep building. Using constant feedback from users, we've created modules that can be added onto the MAUI platform, giving you a robust, scalable, customized solution that helps you take care of your customers.
ADDITIONAL MAUI SERVICES
In addition to the powerful MAUI engine and its robust modules, we offer a few specialized services:
- Compliance Reporting for meeting OFAC and FinCEN compliance requirements.
- Securities Pricing for all fixed income, mutual fund and equity securities.
- Infovisa Wealth Services, LLC for back office outsourcing solutions.
SEE FOR YOURSELF
We'd love to show you what MAUI, our innovative modules, and our customer-first services can do for you.
Schedule a demo