EscrowEdge

Introducting

EscrowEdge

A secure digital platform for managing client accounts

EscrowEdge helps you manage client accounts by providing secure online access and streamlined account management.

Strong reporting and record keeping support
Built with compliance in mind for client fund handling
No account opening paperwork: Create digital accounts for any department in minutes
Detailed Reporting: Generate compliance reports within a couple of clicks
Secure multiple users: Role-based permissions for different users
Transparency: Historical records and audit trails at your fingertips

A secure digital platform that helps you manage sub-accounts with clearer separation.

Online sub-account opening/closing/transfers
Reporting down to the sub-account level
Configurable compliance workflows and transparency support

With EscrowEdge, you can:

Have 24/7 online access
Manage online sub-account opening, closing, and transfers
Develop a clear foldering system
Pull reports to the sub-account level
Split interest, track, and allocate
Configure compliance workflows to meet any requirement

Client Benefit Escrow Accounts with EscrowEdge

Sub Accounting Made Simple

Manage hundreds of client trust accounts from one master account. No individual account opening needed.

24/7 Access: Track every penny, generate reports, and manage sub-accounts from your office or home
Built-in Compliance: Automated interest calculations, audit trails, and reporting that satisfies requirements.

Talk with a Business Banking Specialist.

Business banking at Canal Bank. Our services work as hard as you do.

Kari Guagenti

Business Relationship Manager / Vice President

NMLS #766796

5529 Main Street

Williamsville, NY 14221

Office: 716.458.3690 | Cell: 716.983.6375

[email protected]

Menu

EscrowEdge

Introducting

EscrowEdge

With EscrowEdge, you can:

Client Benefit Escrow Accounts with EscrowEdge

Talk with a Business Banking Specialist.

Business banking at Canal Bank. Our services work as hard as you do.

Kari Guagenti

Why Canal

Business

Personal

Wealth

Education

Support

Get Mobile App

Menu

EscrowEdge

Introducting

EscrowEdge

With EscrowEdge, you can:

Client Benefit Escrow Accounts with EscrowEdge

Talk with a Business Banking Specialist.

Business banking at Canal Bank. Our services work as hard as you do.

Kari Guagenti

Why Canal

Business

Personal

Wealth

Education

Support

Get Mobile App

Contact