our products

tis (trust investment switch)

INNOVATIVE SOLUTIONS

TIS is an innovative cloud-based solution that enables intermediaries to efficiently interact with commercial banks when investing money on behalf of third parties. The product brings ​simple and elegant technology to our intermediaries’ offices at zero co​st, removing cumbersome processes and adding a measure of risk management. Through our banking partnerships, we also offer a transactional environment at no cost to clients.

Our Typical Clients: Attorneys, Estate Agents, Estate Practitioners, Managing Agents, Financial Advisors, Auditing and Acc​ounting Practitioners, Financial Intermediaries. 
What TIS Does: Open legislatively required bank accounts, make payments, manage guarantees, close accounts, and perform other similar cash management online banking features.

  • FREE, modern, user-friendly, channel-specific and mobile technology compatible technology platform.
  • Exceptional ‘old school’ personal client service (no call centres). 
  • Very competitive and negotiable interest rates. 
  • Full control over investment accounts with multi-level segregation of duties, and in-system password reset. 
  • Increased operational efficiencies. 
  • No bank transaction fees for transfers from investment accounts.
  • Reduced potential for fraud due to our innovative notification’s functionality.
  • Detailed audit trails to improve risk management and assist with your year-end audit.
  • Ability to earn additional revenue from administration fees.
  • Link your existing trust account – no need to open a new trust account.
  • Fully compliant with Section 86 of the Legal Practitioners Act, Section 28 of the Administration of Estates Act and Section 32 of the Estate Agency Affairs Act (and more).

Want to know more?

Book a demo today!