{"id":11325,"date":"2022-03-09T16:28:00","date_gmt":"2022-03-09T15:28:00","guid":{"rendered":"https:\/\/gestedev.ch\/trustees\/"},"modified":"2026-02-18T15:23:10","modified_gmt":"2026-02-18T14:23:10","slug":"fiduciary-software","status":"publish","type":"page","link":"https:\/\/geste-info.ch\/en\/solutions\/fiduciary-software\/","title":{"rendered":"Fiduciary Software"},"content":{"rendered":"\t\t
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\n\t\t\t\t\tAgora Fiducial: a comprehensive solution dedicated to the digital management of fiduciary firms.\t\t\t<\/h2>\n\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Fiducial\"\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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\n\t\tDiscover some of the many benefits you can enjoy with the Agora Fiducial software suite.\t<\/h6>\n\t\t

\n\t\tCompletely designed and pre-configured to meet the operational specificities of the sector, Agora Fiducial offers a large catalog of advanced functionalities allowing an easy and efficient management of all the activities of a fiduciaries. \t<\/p>\n\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\tMandates follow-up\t\t<\/h4>\n\t\t\t\t\t

\n\t\tBenefit from a computerized follow-up of the files in progress and appreciate, in real time, their situation and evolution. \n\t<\/p>\n\t\t\t<\/div>\n\t<\/div>\n<\/div>\n

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\n\t\tMultiple accounting\t\t<\/h4>\n\t\t\t\t\t

\n\t\tOur powerful accounting suite manages your own accounting as well as that of your clients, also remotely.\n\t<\/p>\n\t\t\t<\/div>\n\t<\/div>\n<\/div>\n

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\n\t\tElectronic Document Management\t\t<\/h4>\n\t\t\t\t\t

\n\t\tCentralise the management of your documents with our reliable and intuitive EDM solution offering the possibility to search and access your files in a few clicks.\n\t<\/p>\n\t\t\t<\/div>\n\t<\/div>\n<\/div>\n

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\n\t\tTimesheets\t\t<\/h4>\n\t\t\t\t\t

\n\t\tEnter your services easily with our Timesheets module and its clever stopwatch feature.\t<\/p>\n\t\t\t<\/div>\n\t<\/div>\n<\/div>\n

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\n\t\tDeadlines management\t\t<\/h4>\n\t\t\t\t\t

\n\t\tTake advantage of a detailed schedule with extensive features to manage all your deadlines and be prepared for each of your commitments.\t<\/p>\n\t\t\t<\/div>\n\t<\/div>\n<\/div>\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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\n\t\tagora fiducial\t<\/h6>\n\t\t

\n\t\t\t\t\tFiduciary Software\t\t\t<\/h1>\n\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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The seamless integration of all modules allows you to automatically update your accounting and see the financial situation of a file at a glance. Additionally, all partners are able to view the available client information in real time.<\/p>

Your data circulate easily, allowing you to optimise all your business processes, save precious time, avoid double entries or errors and save on potential extra development costs.<\/p>

In addition, seamless integration with the Office 365 suite offers you, for example, the possibility of synchronising your deadlines with your Outlook calendar and creating all your documents (letters, invoices, etc.) in line with your corporate identity using Word templates.<\/p>

Manage the organisation of your e-mails directly via Outlook. Thanks to integrated artificial intelligence tools such as machine learning, you can opt for a classification based on suggestions that are refined over time or benefit from a fully automated classification and find your e-mails directly in the right customer file.<\/p>

Upon login, a fully customisable Dashboard allows you to see at a glance your recent activities and find your data clearly organised in a user-friendly environment with comparative graphs.<\/p>

This software suite is available as stand-alone modules or fully integrated into a powerful, scalable package, ensuring a progressive expansion and investment.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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\n\t\tAgora Fiducial can be composed of the following modules\t<\/h2>\n\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\n\t\tMandates, Timesheets, Invoicing\t<\/a>\n<\/h4>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t
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\n\t\t\t\t\tThis module covers all the requirements of a fully digitalised mandate management process. Centralise your clients, enter your timesheets, and generate your invoices within a single, flexible, and integrated tool.\t\t\t\t\tRead more<\/a>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t<\/div>\n\n\t<\/div>\n\n<\/article>\n
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\n\t\n\t\tElectronic Document Management\t<\/a>\n<\/h4>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t
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\n\t\t\t\t\tManage every stage of your document lifecycle in a centralised manner. Emails, letters, PDFs, Word, Excel, and PowerPoint files are stored, indexed, and accessible in an instant.\t\t\t\t\tRead more<\/a>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t<\/div>\n\n\t<\/div>\n\n<\/article>\n
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\n\t\n\t\tDeadlines Management\t<\/a>\n<\/h4>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t
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\n\t\t\t\t\tStay continuously up to date thanks to an advanced deadline management tool designed to handle all your deadlines in a practical and user-friendly way, with full synchronisation with your Outlook calendar.\t\t\t\t\tRead more<\/a>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t<\/div>\n\n\t<\/div>\n\n<\/article>\n
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\n\t\n\t\tOffshore Companies Management\t<\/a>\n<\/h4>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t
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\n\t\t\t\t\tThis module, dedicated to the management of offshore, Swiss, or foreign companies, meets the needs of most law firms, fiduciaries, banks, and financial institutions.\t\t\t\t\tRead more<\/a>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t<\/div>\n\n\t<\/div>\n\n<\/article>\n
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\n\t\n\t\tAI Legal Assistant (Silex)\t<\/a>\n<\/h4>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t
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\n\t\t\t\t\tSilex, the AI assistant, helps you save valuable time in your legal research. Obtain reliable, accurate answers drawn directly from official sources of Swiss law.\t\t\t\t\tRead more<\/a>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t<\/div>\n\n\t<\/div>\n\n<\/article>\n
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\n\t\n\t\tWorkload\t<\/a>\n<\/h4>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t
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\n\t\t\t\t\tWith the Workload module, team members record their occupancy rates over defined periods, enabling managers to anticipate workloads and adjust mandate allocation accordingly.\t\t\t\t\tRead more<\/a>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t<\/div>\n\n\t<\/div>\n\n<\/article>\n
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\n\t\n\t\tAbsences and Vacations\t<\/a>\n<\/h4>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t
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\n\t\t\t\t\tManage all types of absences efficiently, from requests to approvals, and view your balances at any time. Instantly access the global schedule for holidays, sick leave, and other types of absence.\t\t\t\t\tRead more<\/a>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t<\/div>\n\n\t<\/div>\n\n<\/article>\n
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\n\t\n\t\tPayroll\t<\/a>\n<\/h4>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t
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\n\t\t\t\t\tSwissdec-certified, this module enables smooth and automated payroll processing, offering advanced features that can be customised to your organisation\u2019s needs.\t\t\t\t\tRead more<\/a>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t<\/div>\n\n\t<\/div>\n\n<\/article>\n
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\n\t\n\t\tGeneral Accounting\t<\/a>\n<\/h4>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t
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\n\t\t\t\t\tManage your accounting with complete peace of mind thanks to a comprehensive and integrated solution designed for demanding businesses seeking seamless financial management in line with Swiss and European standards.\t\t\t\t\tRead more<\/a>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t<\/div>\n\n\t<\/div>\n\n<\/article>\n
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\n\t\n\t\tAccounts Receivable\t<\/a>\n<\/h4>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t
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\n\t\t\t\t\tEnsure meticulous management of your accounts receivable. Streamline all processes related to payment collection, from invoicing to incoming payments, including reminders and dispute management.\t\t\t\t\tRead more<\/a>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t<\/div>\n\n\t<\/div>\n\n<\/article>\n
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\n\t\n\t\tAccounts Payable\t<\/a>\n<\/h4>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t
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\n\t\t\t\t\tOptimise every step of your procurement cycle, from receipt to payment, with a powerful solution fully integrated into your accounting.\t\t\t\t\tRead more<\/a>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t<\/div>\n\n\t<\/div>\n\n<\/article>\n
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\n\t\n\t\tCost Accounting\t<\/a>\n<\/h4>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t
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\n\t\t\t\t\tDrive your performance with precision by transforming your financial data into clear indicators, helping you optimise costs, monitor budgets, and support strategic decision-making.\t\t\t\t\tRead more<\/a>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t<\/div>\n\n\t<\/div>\n\n<\/article>\n\t<\/div>\n\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\n\tDemo request<\/span>\n<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

Agora Fiducial: a comprehensive solution dedicated to the digital management of fiduciary firms. Discover some of the many benefits you can enjoy with the Agora Fiducial software suite. Completely designed and pre-configured to meet the operational specificities of the sector, Agora Fiducial offers a large catalog of advanced functionalities allowing an easy and efficient management […]<\/p>\n","protected":false},"author":1,"featured_media":14236,"parent":11363,"menu_order":26,"comment_status":"closed","ping_status":"closed","template":"page-full-width.php","meta":{"inline_featured_image":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":"","_links_to":"","_links_to_target":""},"class_list":["post-11325","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"\nFiduciary Software | Agora Fiducial | Geste informatique SA<\/title>\n<meta name=\"description\" content=\"Agora Fiducial: Ergonomic and powerful Fiduciary software designed for fully digitalised fiduciary management\" \/>\n<meta name=\"robots\" content=\"index, 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