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Trust Accounting Software - Page 3

Last updated: April 2026

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55 software options

Lexicon logo

All-in-one practice management software and service solution

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Lexicon enables law firms of all sizes & practice areas to manage operating & trust accounts, including cash, credit or property, efficiently, accurately & securely for every client & matter. Manage multiple trusts per client or matter & set minimum retainer balances.

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Quantios Core logo

Lower complexity Lower cost Lower risk Future-proof

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Quantios Core is a cloud-based SaaS solution offering entity management and corporate services software.

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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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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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Quantios 5Series logo

Entity management, accounting & more for wealth managers

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Quantios 5Series, is a trust and corporate administration software for wealth managers. The platform comprises a range of integrated modules including entity management, accounting, investments, time & expense tracking, billing, and more.

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