What does an Infovisa MAUI specialist do?
An Infovisa MAUI specialist configures and supports the MAUI trust accounting platform to manage financial records for trusts and estates. This role focuses on setting up system modules, converting legacy data, and training users to handle complex accounting workflows. The specialist ensures that transaction posting occurs in real time and that reporting tools generate accurate snapshots of account status. They also maintain the connection between the core accounting engine and the digital client portal used by beneficiaries.
- Configure MAUI modules such as Investment Manager and Account Review and Risk Manager to match specific firm workflows. This setup includes defining rules for transaction tracking, approvals, and auto-assignment to streamline daily operations. The specialist adjusts system warnings and file maintenance protocols to prevent errors during data entry.
- Execute data conversion projects when firms migrate from legacy systems to the MAUI platform. This process involves mapping old record structures to the new database schema and verifying that all historical transactions transfer correctly. The specialist tests the converted data to confirm that balances and account details match the source records before going live.
- Generate detailed reports for specific “as of” dates to support audits and client reviews. These reports include statements, positions, transaction histories, and performance metrics pulled directly from the trust accounting database. The specialist ensures that each report reflects the exact state of the accounts at the requested time without including subsequent activity.
- Support the Infovisa Client Portal to give beneficiaries secure access to their financial information. This work includes configuring single sign-on capabilities and ensuring that documents stored in the separate SQL database appear correctly in the portal interface. The specialist troubleshoots access issues so clients can view statements and performance data through the TRUSTtrak mobile app or web browser.
- Train internal staff on how to use MAUI features for daily trust accounting tasks. This instruction covers real-time transaction posting, exception tracking, and the use of built-in workflow steps for notifications. The specialist creates documentation or leads remote sessions to help users adopt the system efficiently after deployment.
How to hire an Infovisa MAUI specialist on Upwork
Step 1: Post a job
Define your trust accounting needs clearly to attract qualified candidates. Use the Job Post Generator powered by Uma™, Upwork's Mindful AI to draft a precise description. Describe your requirements in a few sentences and Uma creates a tailored post for this role. You can write a new post, update a saved draft, or reuse an existing one.
- Specify experience with MAUI modules such as Investment Manager or Account Review and Risk Manager for portfolio workflows.
- List required tasks like transaction posting, file maintenance, and generating as-of date reports for trust professionals.
- Include implementation needs such as data conversion, user training, or configuring the Infovisa Client Portal for client access.
Step 2: Evaluate candidates
Look for proof of hands-on work with trust accounting platforms and real-time processing systems. Uma runs instant video interviews and builds shortlists with side-by-side comparisons to speed up your review. Focus on candidates who demonstrate specific technical configuration skills rather than general support experience.
- Check for portfolios showing configured MAUI environments or successful data migrations from legacy trust accounting systems.
- Verify experience with the Infovisa Client Portal and TRUSTtrak mobile app to support digital client experiences.
- Review past projects where the freelancer generated complex reports or managed exception tracking through ARRM.
Step 3: Interview your top choices
Discuss specific technical scenarios to gauge their depth of knowledge with Infovisa tools. Schedule and conduct interviews within Upwork Messages to receive an immediate transcript and summary after each session. Ask about their approach to troubleshooting and user adoption during implementations.
- Ask how they handle system warnings during transaction posting and maintain file integrity in real-time processing.
- Request examples of how they trained users on new MAUI deployments or updated workflows for compliance.
- Discuss their method for securing document management within the separate SQL database environment.
Step 4: Agree on scope and begin work
Set clear deliverables and milestones for configuration, reporting, or implementation tasks. Use Upwork Messages and the contract workroom for all communication and project management needs. Identity verification, payment protection, hourly tracking, and project funds add security to every engagement.
- Define milestones for completing data conversion, module configuration, or user training sessions.
- Specify report formats and delivery schedules for as-of date outputs and account reviews.
- Outline expectations for client portal setup and ongoing support for statement and performance access.
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