Mutual Trust is an integrated financial services firm for successful individuals, families, businesses and philanthropists. We simplify financial affairs; protecting and growing wealth through  personalized service and expert advice.

Led by a distinguished board and accomplished executive team, Mutual Trust offers every client a highly tailored level of service, built around their individual needs.

With centers of excellence that draw upon extensive wealth management, taxation, superannuation, accounting, family office, property, business and agricultural expertise, rarely are there challenges that cannot be handled entirely in-house.

The Trade Order Management System (TOMS) was implemented for Mutual Trust as a web application that is used within the organization and supports Mutual Trust’s day-to-day activities.

The application help Mutual Trust employees to keep track of the orders placed on behalf of their clients with different stock brokers on various stock exchanges.

Orders on the system are tracked from the creation to the placement and finally reconciliation between stock exchange records and Mutual Trust’s records.