AbaFiduciary Next - The future of fiduciary companies starts now

Tasks, mandates and deadlines all under control in the Fiduciary Cockpit

Excel has been the tool of choice in data processing for decades - also in the fiduciary sector. However, many fiduciary companies recognise the limits of this classic approach. This is where the Fiduciary Cockpit comes in: Smart controlling and automation solutions make everyday life noticeably easier. Instead of repetitive tasks, efficiency and a focus on consulting take centre stage.

With centralised mandate management, daily tasks are started directly from the Cockpit - whether  invoicing or payroll or the annual accounting statements - everything is bundled in one place, clearly arranged and immediately accessible.

Thanks to structured task management, related activities - such as year-end closing - are divided into predefined steps. These enable uniform, consistent execution by all employees, simplify substitutions and promote team collaboration.

Another highlight is the intelligent deadline management: Statutory deadlines, such as for VAT invoicing, are generated automatically according to the mandate type and regulatory requirements. Automatic reminders ensure that no more deadlines are missed - a real relief in stressful day-to-day fiduciary work.

The Fiduciary Portal - redefining cooperation between fiduciary companies and clients

Another key feature of AbaFiduciary Next is the Fiduciary Portal, which takes collaboration between fiduciary companies and their clients to a new level. The Fiduciary Portal offers its customers a centralised overview of their documents and activities. 

However, there is more to it than just the static output of information: For example, customers have the option of checking, approving and electronically signing payrolls themselves. This allows the fiduciary company to continue working without delay - the processes remain seamless and efficient.

Especially important: The Portal is completely customisable. Colours, fonts and logos can be freely defined without any external development effort. This keeps the branding clear, recognisable and professional - while Abacus provides the technology in the background.

Innovation through industry experience

What makes AbaFiduciary Next so special? Continuous exchange with experts from the fiduciary sector. Abacus works closely with practitioners to create solutions that are not only technologically innovative, but also user-friendly and practical.

As Gianni Dorizzi points out:

The days of stand-alone solutions are over

AbaFiduciary Next is a real game changer for the fiduciary sector. Automation, smart collaboration and modern user guidance not only make everyday life easier, but also improve the customer relationship in the long term.

Instead of isolated individual solutions, Abacus offers an integrated platform that optimises processes, reduces errors and minimises administrative effort. Everything is centralised and efficient - from task management to communication.

AbaFiduciary Next now fully operational

The Fiduciary Cockpit has been available since February and is particularly suitable for all AbaPlato customers. As of today, the Fiduciary Portal is also officially available for use.