Cloud Accounting Software for Master Pooled Trusts.
Manage your Beneficiaries, Transactions, Bank Reconciliation and much, much more…
Streamline the process in operating your Master Pooled Trust
Engage with your Primary Representatives and Beneficiaries with supporting technology to make their responsibilities easier.
Track and manage communications, disbursements and sub-account activity across your entire portfolio.
Automatic Payments
Make reoccurring payments to payee.
Cloud Software
Guaranteed uptime, available anywhere, updates included
Beneficiary Onboarding
Easily create new sub-accounts and joinder agreements
Handle the day-to-day operations of your Master Pooled Trust
Help individuals with disabilities and their families establish pooled Trust sub-accounts while maintaining contact with all interested parties.
Receive and process all contributions to sub-accounts and review disbursements from sub-accounts.
Integrate with financial institution to reconcile sub-account transactions
Close and dispose sub-accounts
Empower your Primary Representatives and Beneficiaries with self service and online services.
Leverage TrustPoint to help you engage and enable your constituents to self serve. Primary Representatives and Beneficiaries can help themselves creating less friction in your day-to-day operations.
Plan Options
Get started today!
Standard
$99
Best for small organizations
Popular
Pro
$499
Best for full teams
Business
$Call
Best for custom implementations
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with TrustPoint now
Everything you need to confidently run your Master Pooled Trust on the Cloud.