Every feature purpose-built for fiduciaries — not generic software adapted for trusts.
Connect to 15,000+ financial institutions via Plaid and PCR investment feeds from all major custodians including Vanguard, Fidelity, and Schwab.
Full lifecycle: create, review, multi-trustee approval, ACH execution, and beneficiary notification. Scheduled, special, educational distributions all supported.
Approval WorkflowsLedger-based accounting, principal & income statements, trust synoptics, cash flow, and custom account reports. PDF or Excel, one click.
One-Click ReportsSecure encrypted storage for trust agreements, tax returns, deeds, appraisals, and insurance policies. Third-party upload for invoices and tax returns.
EncryptedCentralized records for all trust parties. Store biographical data, manage user access, share documents, and handle distribution requests.
Centralized RecordsAssign tasks, schedule distributions, set insurance renewal alerts, and log trustee meeting notes linked to the relevant trust record.
Smart AutomationEvery action logged permanently with timestamp, user identity, and context. Complete fiduciary accountability. Court-ready documentation always.
Court-ReadyNo credit card required. Full platform access from day one.
30-min personalized walkthrough with our trust specialists
Pick any time that suits you on our live calendar — you'll get an instant confirmation with the meeting link.
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