Document management for TRUST/RITE®

trust rite logo

Keep all your documents in one place while integrating them with what you already do in TRUST/RITE®.

Capture and manage trust agreements, legal documents, mutual fund statements, statements, reviews, daily reports, etc. according to regulatory document life cycle rules. FileHold can store any type of document including popular formats for trust managers including Word, Excel, PowerPoint, email, web pages (HTML) and screen scrapes. Office applications are tightly integrated with FileHold with our included FileHold Office Client in the Office ribbon. Where needed, scanned images are converted to text. Find trust documents easily in FileHold by account number or full text contents using powerful search features for audits, customer service, etc.

Integration options

Name Description Skill level Type
FastFind Search FileHold using information on TRUST/RITE® screens. Basic Optional feature
Print to FileHold Add purchase orders, invoices and other documents generated by TRUST/RITE®. Basic Optional feature
Database dropdown menus* Synchronize data in TRUST/RITE® to selection lists in FileHold. Intermediate Included
Schema lookup* Automatically fill fields from data in TRUST/RITE®. Intermediate Included
Search by URL Link to sets of documents with matching information such as purchase orders. Intermediate to advanced Included
Document links Add direct links to documents. Basic Included
Statement importer** Generate statements from TRUST/RITE® and automatically import them into FileHold auto-filing according to ranges of account numbers. Intermediate to advanced Custom feature

* May require FileHold External Integration option or third party ODBC/OLE driver.
** May require FileHold Automatic Document Importation (ADI).

Search for Documents from Third Party Applications using FastFind

Print-to-FileHold Virtual Printer Driver