IT for Trust and Audit

The trust industry is undergoing a radical shift towards becoming a digital platform. We connect existing accounting systems with modern client portals and automation tools.

Focus Areas

System Integration and APIs Core systems and modern cloud tools are connected. Data exchange runs automatically, without manual exports.

Secure Client Portals Portals for document exchange and reporting are designed with strict data protection (nFADP).

Workflow Automation Repetitive manual tasks are automated through integration platforms and interfaces.

Use Cases

  • Portal Evaluation: Neutral selection and integration of solutions for the digital document flow.
  • Real-time Reporting: Connecting dashboard tools to accounting data for real-time analysis.
  • Data Protection Audit: Technical assessment of the infrastructure for compliance with the Swiss Data Protection Act (especially for personal data).

Methods

The methods behind this are documented in the Neuland Handbook: