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Join ProTrustee for a conversation with Theresa Hughes and Tara Bolinski on how Pinion, a Santora CPA Group affiliate, delivers excellent client service while continuing to grow. They’ll share how their team stays committed to the unique and complex needs of the families they serve—and how ProTrustee supports their high-touch service model behind the scenes.
Join ProTrustee for a conversation with Theresa Hughes and Tara Bolinski on how Pinion, a Santora CPA Group affiliate, delivers excellent client service while continuing to grow. They’ll share how their team stays committed to the unique and complex needs of the families they serve—and how ProTrustee supports their high-touch service model behind the scenes.
In recent years, there has been a paradigm shift.
In recent years, there has been a paradigm shift.
ProTrustee empowers trust professionals to streamline operations.
ProTrustee empowers trust professionals to streamline operations.
Increased operational efficiency, improved collaboration, enhanced transparency, standardization, and embedded compliance are all byproducts of a best-practice workflow platform. A modern trust administration system can be leveraged to bridge gaps in existing tech stack investments.
Increased operational efficiency, improved collaboration, enhanced transparency, standardization, and embedded compliance are all byproducts of a best-practice workflow platform. A modern trust administration system can be leveraged to bridge gaps in existing tech stack investments.
We are in the midst of digital transformation.
We are in the midst of digital transformation.
Whether you're a trust company or a client seeking comprehensive wealth management solutions, the choice between legacy and multi-custodial systems is clear: adapt and thrive in the digital age.
Whether you're a trust company or a client seeking comprehensive wealth management solutions, the choice between legacy and multi-custodial systems is clear: adapt and thrive in the digital age.
