Trident CMS is a turnkey pooling and treasury software tool, designed to allow you to easily manage a pooled fund distributed across multiple financial entities. It is created with simplicity, flexibility and compliance at its core, while minimising any effect on your current processes and resources.
While Trident CMS gives you the advantages of scale – using large pooled funds to improve client yields – you still keep the flexibility at the individual account level.
Importantly, Trident CMS segregates the client funds to the point where a daily interest accrual can be broken down into its constituent deposits, as a portion of the pool. In other words, the interest gained can easily be attributed back to individual accounts, on a deposit tiering basis.
The ability to easily generate client statements, when pooled cash assets are distributed across multiple institutions, makes account management quick and simple. Individual account performance is detailed clearly and transparently.