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EscrowEdge

INTRODUCING

EscrowEdge

A Secure Digital Platform for Managing Client Accounts

EscrowEdge helps you manage client accounts by providing secure online access and streamlined account management.

  • Strong reporting and record keeping support
  • Built with compliance in mind for client fund handling
  • No account opening paperwork: Create digital accounts for any department in minutes
  • Detailed Reporting: Generate compliance reports within a couple of clicks
  • Secure multiple users: Role-based permissions for different users
  • Transparency: Historical records and audit trails at your fingertips

A secure digital platform that helps you manage sub-accounts with clearer separation.

  • Online sub-account opening/closing/transfers
  • Reporting down to the sub-account level
  • Configurable compliance workflows and transparency support

With EscrowEdge, you can:

  • Have 24/7 online access
  • Manage online sub-account opening, closing, and transfers
  • Develop a clear foldering system
  • Pull reports to the sub-account level
  • Split interest, track, and allocate
  • Configure compliance workflows to meet any requirement

Client Benefit Escrow Accounts with EscrowEdge

Sub Accounting Made Simple

Manage hundreds of client trust accounts from one master account. No individual account opening needed.

  • 24/7 Access: Track every penny, generate reports, and manage sub-accounts from your office or home
  • Built-in Compliance: Automated interest calculations, audit trails, and reporting that satisfies requirements. 

Talk with a Business Banking Specialist.

Business banking at Captial Bank. Our services work as hard as you do.

Dezore McCarroll

Cash Management Officer

NMLS # 1892421

132 State Street

Albany, NY 12207

Office: 518.579.2478 | Cell 518.491.9850

[email protected]

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