Financial Management

Control all transactions through the trust account on easy to use online software.

Call 020 7190 9988 to discuss your business requirements.

Reconciliation

PTS Reconcile your transactions each working day for You.

Transactions

View all transactions in one easy to use system allowing for complete transparency.

Overview

The PTS software gives you a complete overview of your finances.

The PTS software has been designed specifically to give the user a complete overview as well as control on how you choose to administer your funds held in trust. Within the software’s financial section, setting up a payment to beneficiaries is an easy straightforward process and takes a couple of minutes.

The software can be accessed by anywhere you have an internet connection and no downloads required.

FAQs

When can I see my transactions on the PTS software?

All transactions are imported into the PTS software each UK working day for you to see.

How can I pay my Beneficiaries?

Paying a Beneficiary could not be easier with PTS. The software works as a standard bank account allowing you to upload invoices and schedule debits.

Can I add my own Beneficiaries?

Yes, you can add and manage your own beneficiaries and add them to the PTS software.

What currencies can I transact in?

Yes, PTS have multiple currency trust accounts and are able to set payments up to pay beneficiaries in the required currency.

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