AccuTrust Gold Highlights
Simplified Entry Screen with Magic
- Entering Transactions is streamlined with AccuTrust Gold's artificial intelligence built into the entry screen.
Easily Standardize Account Setup with Checklist
- Custom defined checklist standardizes the account setup by account type
- Checklist can also link directly to Memo Tickler
Sell Across Tax Lots Automatically
New and Improved Reports
Multiple Report Groups per Account
Multiple Fee Schedules per Account
- Set up Transaction-based, Asset Exception, Holding, and Safe-Keeping Fees
Automatic Calculations of Short and Long Term Capital Gains
Save Even More Time Adding New Accounts with the New Account Express Setup
Ability to Assign a Branch Designation to Each Account
Block Trading
Check Writing Features Including Common-Vendor Checks
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