About TAMS

TAMS is a trust accounting system designed to help small businesses, banks, special needs offices and law firms manage assets, portfolios and more. Key features include query management, NAV calculator, portfolio modeling and reporting.

TAMS allows special needs trust offices to streamline accounting operations related to pooled funds, write checks and statements for clients and reconcile bank account balances. Trust departments in banks can utilize the platform to provide agency services to communities based on account or asset type.

Professionals can use TAMS to create statements for individual retirement accounts and include details such as daily transactions, holdings, cash inquiries, and more. Pricing of TAMS is available on request and supp...