Challenge

EWG Platform Solution

Slow onboarding and repeat information requests delay business operations in a world where time matters. 

Accounts opened within 24–48 hours*.
Ability to reuse and have "favourite" ownership details or regularly use information, removing the need for rekeying and repeating the provision of account opening information. Significantly saving time, cost and reducing data entry errors.

Separating transactions by business function, entity, or project is often cumbersome. This lack of clarity makes it harder to allocate costs accurately, and maintain reporting standards expected in a fiduciary role.

EWG’s sub-account capability allows Trust Managers to segregate transactions by business function, entity, or project within a single multi-currency account. This makes cost allocation straightforward and ensures reporting meets the high standards expected. With clear visibility and simplified administration, Trust Managers can effectively demonstrate transparency to beneficiaries and maintain control with ease.

Traditional providers often make it difficult for Trust Managers to efficiently oversee multi-currency portfolios. The complexity of handling cross-border assets, reconciling FX activity, and ensuring accuracy for beneficiaries can lead to unnecessary confusion, operational risk, and time away from client service.

Trust Managers gain a streamlined way to manage complex, multi-currency portfolios. Every account is truly multi-currency, with access to 38 currencies in one place, supported by real-time FX rates and fully transparent costs. This eliminates the confusion of dealing with multiple providers and opaque processes.

Trust Managers can also manage FX exposure proactively, using future-dated conversions up to three years in advance. This provides certainty over future transactions, reduces operational risk, and helps control costs — all while freeing up time to focus on fiduciary responsibilities and strengthening client relationships.

Maintaining secure authorisations and clear audit trails is essential, yet traditional systems often fall short.

The platform provides complete control and visibility with multi-tier authorisations, detailed transaction histories, and downloadable audit reports per trust. Instant notifications, real-time payment tracking, and 24/7 access to balances and statements ensure transparency, reduce uncertainty, and strengthen fiduciary oversight.

Manual reconciliation is time-consuming and error-prone.

Automated export of data for reconciliation via API or Alteryx connector with tailored reporting.