The Next Level of Trust Administration Software...  Another innovative solution from CSI, Inc.

From client communication to compliance, scheduling to reporting, the daily challenges of trust administration can be daunting. 

The solution isn't about doing more, faster. It's about working smarter, enhancing productivity and client satisfaction.

It's about using the power of technology to take your trust business to the next level.

PT Manager is the Solution.

The product of years of development by legal, administrative, and compliance experts, PT Manager is revolutionizing trust administration.  

This dynamic system:

  • Dramatically increases productivity, enabling staff to handle more accounts while improving customer service.

  • Allows management to review the status of all accounts.

  • Introduces procedures to monitor compliance terms.

  • Provides a multitude of additional benefits to user banks.

Make Every Client Feel Like Your ONLY Client....

Enter a new age of trust administration...

For more information and a free PT Manager demo CD,

Contact Compliance Systems, Inc today.

PO Box 240185 ~ Saint Paul, MN 55124

Toll Free: (877) 469-5517 ~ Phone: (612) 867-1050

Fax:  (952) 891-2826 ~ EMAIL: