tnet front office

Financial planner in Memphis, TN (show on map)

TNET Front Office is a financial planner located at 8363 Wolf Lake Dr, Memphis, TN.

About

TNET Front Office is listed as a financial planner at 8363 Wolf Lake Dr, Memphis, TN. The associated website describes TNET FrontOffice as CRM, workflow and compliance software for trust professionals.

Contact the business directly to confirm current services and offerings.

TNET BackOffice includes separation of income and principal, open month and year-end, bulk processing, and strong user security and audit logs.

TRUSTprocessor BackOffice serves over 65% foundation clients with pooled fund accounting, beneficiary checks, and spending plans.

TNET FrontOffice includes wealth management CRM, trust account workflows, compliance workflows, and customizable manager dashboards.

HWA International has delivered trust accounting software since 1977 and offers phased implementations with no consultants or installation needed.

TNETonline and TPonline provide browser-based client and donor portals for reviewing holdings, viewing reports, and secure communication.

Services

TNET FrontOffice CRM and Workflow

CRM, workflow, and compliance software built for trust professionals, including wealth management CRM, trust account workflows, compliance workflows, and manager dashboards.

TRUSTprocessor BackOffice

Foundation accounting software for non-profit trust professionals based on general ledger accounting, with modules for check writing, CRT accounting, and spending plans.

Outsourcing Services

Managed back-office operations, IT, and disaster recovery services so firms can focus on client relationships while HWA handles processing and compliance.

Hosting Services

Application service provider hosting for trust software on SSAE16 certified servers with backup redundancies, remote monitoring, and ransomware detection.

Credentials & Certifications

SSAE16 (formerly SAS-70) certified hosting

Frequently Asked Questions

What does TNET BackOffice include in its core system? +

TNET BackOffice core includes separation of income and principal, open month and year-end, transaction generators, bulk processing, flexible as-of reporting, strong user security and audit logs, and full compliance with government agency requirements.

Who uses TNET FrontOffice and TNET BackOffice? +

Banks, trust companies, private fiduciaries, IRA companies, law offices, CPA firms, special needs trust offices, guardianships, family offices, and Indian tribes use TNET FrontOffice and TNET BackOffice.

What compliance workflows are available in TNET FrontOffice? +

TNET FrontOffice compliance workflows include pre-acceptance, client risk scoring, CIP/client due diligence, onboarding, AML screening, administrative reviews, Reg 9 reviews, multi-leveled approvals, notification of death, and advanced intelligence reporting.

What hosting and security certifications does HWA provide? +

HWA hosts trust software as an application service provider on SSAE16 (formerly SAS-70) certified servers with backup redundancies to ensure data security and availability.