CORE

CORE: Case Management software

Turning fiduciary complexity into clarity

DL Score 12 · Building
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Case Management

CORE is a case management product from FSS, listed on the TrusteSolutions website, for fiduciaries. ⁣​⁠​‌‍‌‌‍‍‌‍​⁠⁠‌​⁣It is designed for professionals handling complex financial cases such as receiverships and Subchapter V matters. According to CORE's website, its flexible design gives users visibility, control and efficiency across each case. CORE's website gives little detail on its feature set, pricing or technical setup.

Product

CORE

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Overview

What CORE does

CORE is one of two products listed by FSS, alongside TrusteSolutions, which is described as a cloud-based case management platform for Chapter 7 trustees. ⁣​⁠​‌‍‌‌‍‍‌‍​⁠⁠‌​⁣The CORE listing says it is built for fiduciaries managing complex financial cases like receiverships and Subchapter V, and that its flexible design delivers the visibility, control and efficiency professionals need to manage each case with confidence. FSS describes its wider platforms as automating manual work, providing audit alerts, banking connections and intuitive workflows, with support it describes as always on. FSS states that it has over two decades of trusted performance.

What it does

CORE core capabilities

Flexible Design

Visibility and control for complex fiduciary case management.

Built-in Audit Alerts

Anticipates needs with automated audit readiness alerts.

Banking Connections

Integrated banking connections for financial case workflows.

Cloud-based Platform

Adapts to new demands as caseloads expand and evolve.

Technical specifications

  • Cloud-based platform
  • Automation for manual fiduciary work
  • Built-in audit alerts
  • Banking connections
  • Always-on support

Case studies

No case studies yet

CORE doesn’t have a client-confirmed case study on DreamLegal yet. Try exploring different products for exploring case studies.

Trust & compliance

CORE security at a glance

Security certifications

Not publicly listed on the product profile.

Named enterprise customers

PinnacleBankTexasBankIntegrity BankVista BankSynovus

Pricing details

CORE pricing

No pricing info is available for this product right now. Please check other products or visit their website.

Product videos & screenshots

See CORE in action

Product interface

CORE Interface

Comparisons

Popular CORE comparisons

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Transparency

CORE sources

Pages used to generate and verify this profile.

  1. 1https://www.trustesolutions.com/products/core
  2. 2https://www.trustesolutions.com

FAQs

Frequently asked questions about CORE

CORE is built for fiduciaries managing complex financial cases such as receiverships and Subchapter V. CORE's website describes its flexible design as delivering visibility, control and efficiency for managing each case.

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