To our clients:
Due to unforeseen circumstances beyond our control, the transition to our new trust accounting software vendor has been accelerated. We are in the process of transferring and converting all our data at this time.
You may experience an outage of the online client portal. And, if there is no interruption, your account information may not be up to date.
We are working diligently with our new software provider to minimize any inconvenience and to ensure all data is moved to the new system as soon as possible.
There may be some small delays in processing requests as we transition to the new system and our staff is trained. We will have representatives from the new company in our office all week beginning on 1/5/15.
We thank you for your patience during this transition and are certain the benefits of this new system will be worth the inconvenience.
Please feel free to contact our office if you need any information or assistance as our staff is ready to assist as necessary.
Happy New Year!
Jaime Raskulinecz, CEO
SECURE DOCUMENT UPLOADS HERE: