Where trust professionals collaborate, learn, and share best practices.
A valuable, support network for trust professionals, the Trust Users Group (TUG) provides an opportunity to network with others who share your common interest in the trust industry.
Working in close partnership with our industry partners, members discuss and deliver input regarding the current features and future development of wealth management applications, products and services, leverage the knowledge and experience of others in the industry, and shape the future of software tools for your workplace.
Professional Networking
Participate in two conferences each year, designed to help you connect with like-minded professionals.
Monthly idea sharing
Ask questions and discuss solutions with peers facing similar challenges in our monthly HodgePodge calls.
Early software testing
Volunteer to get an early preview of software releases and help guide the development of test plans and release documentation.
Share your concerns, ideas and solutions with fellow trust professionals.
“We were able to meet with other companies like ours who are also constantly trying to improve their standards and processes in order to provide the best customer experience possible.” - TUG Member
Upcoming Events
Member News
Visit our Members only newsletter archives to see what’s happening behind the scenes of TUG.
Not a member yet? Here’s how to join!