SDTC provides its clients and their advisors with secure 24-hour online access to their trust account data.
Any client and/or client advisor, with the proper internet address and security clearance, can access information on the accounts complete with supporting charts and graphs. Available information includes account summaries, an investment section, a transaction activity schedule, and detailed investment data with tax-lot holdings.
This service is provided by SDTC without any software installation or maintenance. The only requirement is access to a web browser (e.g. Internet Explorer, Chrome, and Firefox). The site is housed in a secured access computer room and protected by a firewall and bit encryption. This is a National Computer Security Association certified site.
SDTC views this combination of trust administration and state-of-the art technology as an important and distinguishable part of its trust service offering.