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Types of trust documents

Question: 
What types of trust-related documents are commonly managed by financial institutions?
Answer: 

Trust documents often fall into one of two categories. First, trust account onboarding documents may include agreements, fee schedules, and related disclosures. Ongoing trust documentation could include bills, receipts, invoices, financial statements, and other records.

Learn more about trust document management.

Vendor: 

Alogent provides proven, end-to-end check payment processing, digital, online, and mobile banking, and enterprise content and information management platforms to financial institutions. Our unique approach spans the complete transaction ecosystem —capturing and digitizing transaction data, exception tracking, and automating entire transaction and loan management workflows so that information is available across the enterprise.
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First published on 06/23/2024

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