M&T Bank Nota

Key benefits for your firm

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  Streamlined Trust Account Management

  Easily manage trust accounts with digital sub-accounts tied to client matters. Assign funds, print checks, and generate 3-way reconciliation reports—all in one place. Stay organized, compliant, and efficient without manual tracking.
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  Simplified Reconciliation Process

  Reconcile with confidence using automated transaction matching, clear audit trails, and easy-to-read reports. Save time and reduce errors with a simplified process designed for accuracy and compliance—no spreadsheets required.
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  Built-in Financial Controls

  Stay on top of your finances with customizable alerts for transactions and checks. Enjoy peace of mind with a 7-year digital paper trail, complete with searchable records and custom notes—giving you confidence, control, and clarity without the clutter.