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Online Trust Accounting Software - Page 3

Last updated: February 2026

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53 software options

wealthpilot logo

SaaS solution for asset managers, advisors, and bankers

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wealthpilot is a SaaS solution, which is used in different areas of asset management and is designed for asset advisors, managers, bankers, insurance businesses, and associations. wealthpilot also provides iOS and Android mobile applications.

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NOBL logo

Insurance management platform with an API

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NOBL offers an API that provides customers with programmatic access to directly integrate their business into the system for automated claim processing and data integration. The platform automates the manual processes in insurance pricing, purchasing, and claims management.

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WealthSphere logo

Wealth management solution for entity compliance/financials

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WealthSphere is a wealth management solution that includes integrated modules, such as customer relationship management (CRM) system, entity administration, document management, and more.

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