Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
At LearnLux we are creating a world where having a financial plan is never out of reach. We bring this mission to life by offering employees expert financial guidance for everyday money moments and big life milestones. Our digital program and team of Certified Financial Planner™ professionals provide holistic, fiduciary financial guidance to people in all stages of life, focusing on inclusivity across all ages, geographies, economic backgrounds, and genders. We share our mission at scale by partnering with the world’s best companies to offer valuable benefits that help employees do their best work every day because they feel confident in their finances.
Description
TotalTrust is a robust accounting software designed for professionals such as attorneys, accountants, and fiduciaries who manage estate, trust, and guardianship clients. It offers an intuitive visual presentation of fiduciary reports, emphasizing a logical and user-friendly approach. With its straightforward design and reasonable pricing, TotalTrust stands out as an excellent option for practitioners of any scale. You can download it now and enjoy a risk-free 30-day trial, allowing you to start generating reports immediately without any commitments or extensive paperwork. This accounting system is specifically tailored for Windows and facilitates the creation of financial reports required by fiduciaries for various estates, trusts, and guardianships. Our standard features comply with National Fiduciary Accounting Standards, including Charges and Credits, and cater specifically to the State of Florida's regulations on Capital Gains and Losses. Additionally, TotalTrust provides enhanced flexibility in reporting through its custom reports feature, enabling users to define specific report parameters and save templates for future use, ensuring a streamlined workflow for your accounting needs.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Xoxoday
No
Pricing Details
LearnLux offers the best value in financial wellbeing benefits at the most competitive price. Request a quote for more details.
Free Trial
No
Free Version
No
Pricing Details
$349 one-time payment
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
LearnLux
Founded
2014
Country
United States
Website
learnlux.com
Vendor Details
Company Name
Exhibit One Software
Country
United States
Website
www.exhibitonesoftware.com
Product Features
Product Features
Trust Accounting
Accrual Accounting
No
Activity Tracking
No
Asset Gain & Loss Reporting
Yes
Check Writing
No
Compliance Management
No
Cross Ledger Posting
No
Customer Statements
No
Fee Calculation & Posting
No
Receipt Management
Yes
Tax Management
No