More than 10 years ago we began developing our own software designed for Native American minors per capita trusts. Recently we began a second generation of software to better serve Tribes and meet continually changing demands of tax and legal issues and Tribal policies. As we worked on the most recent generation of our software, our programmers worked directly with our trust officers to ensure our new software database incorporated the last ten years of experience in working with Native American per capita trusts.
Our software performs an individual accounting for each child, even when funds are pooled together for investment purposes. Our software keeps a profile for each child with a principal and market balance, history of all transactions, notes and enrollment information. Unique to minors per capita trusts, our software also imports data from tribal enrollment offices that tracks guardians and addresses. Our computer software generates statements and tax documents for each minor and also the composite reports which we send to tribal administrators. We also keep and scan all request forms and correspondence with tribal members.