FB FOR FIDUCIARIES

For traditional fiduciary companies managing clients wealth in conventional and not so conventional structures, Flyingboat provides an integrated, one platform solution for managing the entire business from end to end.

Flyingboat’s modular structure enables clients to take the elements that they need to run their business and have the option of taking further elements in the future should it become appropriate.

The core elements that most fiduciary company’s require are as follows:

• Core entity database. The master database of all of parties and things you need to relate to.
• Secretarial & Registration – commonly known as Statutory, the ability to keep records on all of the essential data involved in administering an entity – whether a trust, company, foundation or any type of exotic entity that you administer. Comprehensive functionality for managing Share Registers, Role holder registers together with extensive reporting. 
• Bookkeeping & Investment Management. Usually there are financial records to be kept whether complex busy trading companies, simple single asset holding investment companies, or trusts, foundations or similar. Whatever the requirement Flyingboat’s comprehensive multi currency accounting functionality is sure to be able to address the requirement. It can even produce formal year end accounts.
• Practice Management. Whatever you do for your clients, you will no doubt want to bill them whether on an agreed fee basis, by time or some other method. Flyingboat allows you to keep the office books, record and bill time, record and bill disbursements, raise standard fees etc. Flyingboat can do it all and post the bookkeeping into the Office books AND the client books. 

This is not the complete story of what Flyingboat can do, just a flavour. Use the link below to request a System Description for further details or to request a demo.