Clients from across the United States converged on Valley Forge September 16th & 17th for the 2004 TS Partners User Conference.  TS Partners sponsors this conference every two years as an ideal way to review TranStar and other company services with existing and prospective clients. 

In-depth presentations were made by both industry and TSP experts. This year, TS Partners welcomed sponsors Pervasive Software, Fiduciary Communications Company, EquiSearch Services, and Innovest Systems.  Clients engaged in interesting discussions with representatives from the Depository Trust & Clearing Corporation as well as the Internal Revenue Service.  

  User Conference Topics Included:

• Fee Modeling

• Control Books

• Template Design

• Tax Reporting & Withholding

• Streamlining The Front Office

• Data Management

• Abandoned Property

• Personal Trust Operations

Attendees are eager to try the new features and enhancements discussed at the conference.  They are anxious to implement some of the processes and tips they learned through conversations with other users and company employees.  TS Partners works quickly to install software upgrades (if necessary)  and works through any new functions clients desire.  Client feedback from our conferences confirm that these meetings are a very efficient method of continuing to educate customers and strengthen the relationship between TS Partners and its clients.

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