Trust Management
Add trusts, manage unitholders, handle discretionary distributions, and update trust details.
AML/CFT and CDD Management
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AML/CFT Risk Assessment & CDD Processes for Trusts
What is Customer Due Diligence?Customer Due Diligence or CDD is the process which relevant information abo...
Adding a Trust
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Trust Administration
OverviewThe trust administration screen allows for the recording of all additional non-financial transacti...
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How to record Trust Events
With CAS 360's Trust Events Screen, you can now store and record all asset transactions, liability, giftin...