Luota Treuhand App / Luota Fiduciary App
Luota AG · Finance & Accounting
Certification per Microsoft Marketplace.
Evidence tier Source Confirmed · 8 captures on record
What the publisher says
As described on Microsoft Marketplace.
The Fiduciary App
Simplify and streamline your fiduciary setup with the Luota Fiduciary App. This app provides essential tools to get started with fiduciary processes in Dynamics 365 Business Central.
Show the rest of the publisher’s description (15 more lines)
Key Features:
- Fiduciary Onboarding (Wizard): A guided setup experience that helps you quickly and efficiently configure new client companies — including legal form, business sector, VAT method, and a Swiss-compliant chart of accounts.
- Fiduciary Roles: Predefined role structures and a dedicated Fiduciary Role Center to support clear responsibilities and secure access management within your fiduciary organization.
- Swiss Chart of Accounts Templates: Choose detail level and legal form and the appropriate Swiss-compliant chart of accounts is generated automatically for the new company.
- Business Sectors with Alternative Names: Account names automatically adapt to the client's business sector, while the underlying account stays consistent across your client base.
- Company Copy and Templates: Reuse setup from existing client companies or templates so you don't reconfigure from scratch for every new mandate.
Designed to make the initial configuration fast, intuitive, and aligned with fiduciary best practices, so you can focus on collaboration and client service right from the start.
Supported editions
This app supports both the Essential and Premium editions of Microsoft Dynamics 365 Business Central.
Supported countries
Switzerland
Supported Languages
The app is available in English and German (Switzerland).
Dependencies
This app doesn't depend on any other apps.
Preview
4 images
Agent build and provenance
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Compliance
- FedRAMPConfirmedNot listed90%, registry-checkedNo FedRAMP Marketplace entry matched this vendor's domain, checked 2026-08-27registry recordas observed 2026-08-27
Confirmed means matched to a public authoritative registry. Claimed means the vendor or its listing states it, not yet cross-checked. A framework not shown was not found in any source we hold, which is not evidence against it. Not listed means a scoped registry check found no match for this vendor's domain: a No is a scoped registry check, not a compliance judgment. Confidence bands: 95% domain-verified, 90% registry-checked, 80% self-attested, 70% weak signal. Self-attested items marked “vendor's site” are gathered from the vendor's own website and are not verified by us.
Vendor
External enrichment
Sources
Publisher resources
2 linksLinked repositories
Unknown means this listing does not publish a repository. It is not a statement that the code is closed, and a linked repository is not a claim that the publisher wrote it: the registry computes that relationship privately and does not publish it.
Evidence risk is the share of the build you cannot see before you deploy, not a security rating. Sign in to see the layer-by-layer basis for this band.