It separates principal from income, and tracks tax lots. The product was first developed in 1977 for IBM desktop computers, and has been enhanced every year from suggestions of trust departments across the country. Currently, over 100 financial institutions throughout the U.S., Canada and the Caribbean use these products. They include bank departments, non-profit organizations, companies, family offices, credit unions, guardianship specialists, CPA and law firms. HWA is an independent, privately held corporation since 1977.
All stockholders are employees.
Our only business is development and custom programming. We offer you the best of both worlds a solid product plus the flexibility to fine-tune it to your specific needs through custom programming.