The Florida Trust is pleased to announce the launching of Florida Trust Assets Under Management (AUM) (https://www.fundsaum.amgr.sungard.com/amgr/umb/) , a new investor website that will supplement the online access system (OLA) and address more of our client’s needs. Florida Trust AUM will allow for multiple logins and permit clients to pull statements and view all activity for their respective accounts. Florida Trust AUM does NOT allow for client transactions but acts as a complement to the OLA system to allow more access for clients.
Please reach out to either Bryant Gries (bgries@flclerks.com) or Kurt Rodney (krodney@civiteksolutions.com) for the registration forms to get set up today.