Achieve agility through robust systems that allow you to easily adjust and manage parameters in various aspects of your department from trading specifications, to user access management.

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Despite being very customizable, it also strictly implements audit and security measures by assigning access levels per user and incorporating officer approval functions and officer overridable transactions, to meet the bank’s stringent security requirements.

Flow of information from front to back office is clean and seamless, allowing for an efficient, accurate and up-to-date presentation of accounting reports, financial statements and regulatory reports.

The TruBanker offers a wide array of customized reports and documents that can be generated in different file formats. Reports, which can be presented in both consolidated/summarized and detailed formats, are comprehensive and readily available, providing immediate and up-to-date information.

Embrace Lean culture with integrated systems that enable instant and efficient collaboration and transfer of information between various business units. Functions and operations are fused together in a single organized system with automated calculations and transactions.

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The TruBanker was designed to put order in the Trust workflow—to automate tasks and reduce transaction time in processing information, thereby achieving efficiency in trust operations, allowing the Trust Department more opportunity to market its products and to address its clients' needs better.

Supply your experts with the information they need through features such as intuitive user interfaces, client information management, graphical reporting, performance reporting, risk management reporting, comprehensive financial reports, among others.

The TruBanker System is an all-in-one solution for all areas of Trust, from client profiling, portfolio management, risk analysis, investment goals setting, portfolio modeling, to the detailed handling of trades in fixed income securities, stocks, mutual funds, UITFs, and its integration to the trust accounting module. 

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Making use of graphical tools, the system can assist management in analyzing financial market trends, identifying existing volumes, and monitoring clients current portfolio mix.

Inherent security features include strictly implemented role-based access levels and full audit tracking features, among others. Adhere to strict banking standards in terms of security and control.

Full system integration centralizes real-time data to maximize accuracy, reliability and data integrity.

Become fully compliant with BSP’s Financial Reporting Standard for Trust Institutions (FRPTI) as well as with Philippine Financial Reporting Standards (PFRS), Philippine Accounting Standards (PAS) and International Accounting Standards (IAS 32/39), and with Foreign Account Tax Compliance Act (FATCA) and AMLA reporting.

The TruBanker offers online features which can be customized to suit your company's needs: Web Access for your clients, and a Web-Based Branch Module for your employees. TruBanker also includes Web API capability.