Mill7 provides a complete database for trust info: Shareholders, Compliance, Work in Progress, Banks, UBO’s, Managing Directors, Tax Filing, and much more.
The integration with Relian and CDDS makes client verification a breeze. Our wizard functionality makes it possible to create workflow entry screens to generate reports like a Client Acceptance Form or ISI-form.
Linking your documents to your trust information turns Mill7 into a simple and fast document management system. Integration with an existing DMS using API, SOAP or web-services is easy too.