June 17, 2019
Serving the administrative
needs of growing trust departments.

Other PTG Services

PTG Trust Administrator

PTG Trust Advisor

The PTG Advantage

PTG Trust Assistant
SERVICE BUREAU | The PTG Trust Assistant is our service bureau alternative for growing trust departments. PTG Trust Assistant offers our institutional clients the flexibility of having direct access to their own trust accounting database via a secure Internet connection. This option requires your trust department personnel to assume major responsibilities for daily processing and administration, but relieves them from the added responsibility of supporting and maintaining a core technology database.

PTG Trust Assistant uses a multi-level service bureau solution built around our Core Service Group of software service modules. The Core Service Group of software service modules is designed to provide the foundation necessary to meet most basic trust department needs, while maintaining the framework necessary to add various service modules as dictated by the department’s business needs.

For those trust departments requiring services that go beyond the basic support level offered by the Core Service Group, our Customized Options allow increased flexibility based upon the individual needs of each department. Our Customized Options offer creative service modules and features that can be added or deleted to meet the ever-changing demands of your organization. This increased flexibility allows our experienced administrators to work with your staff to create an optimum solution designed to fit your particular needs.

Whether you select the Core Service Group of software service modules or choose from the list of available Customized Options, your data is recorded and stored in a separate database assigned to your organization. Your designated staff will have complete access to your database via a secure Internet connection, which will enable them to perform all administrative functions and print reports at your site.

PTG Trust Assistant is an ideal solution for those trust departments with a solid administration team in place, but without the technical expertise or financial resources to support an in-house trust accounting system. This is also an attractive alternative for trust departments that may be in a transitional phase while considering the merits of acquiring their own in-house system, and can be very effective when combined with our PTG Trust Advisor services.

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