Trust management for the next generation
Meet ProTrustee, the industry’s only purpose-built digital trust management platform. Our cloud-native software solution is revolutionizing how organizations, both large and small, are simplifying the complexity of managing compliance, auditing, workflows, and collaboration for trusts.
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Increase Compliance
Maintaining compliance across all of your trusts isn’t easy. ProTrustee offers a robust suite of tools to increase compliance, including our curated trust workflows, approval chains, and comprehensive data auditing.
Boost Productivity
Spend your time where it matters most. ProTrustee allows you to be more efficient by leveraging our assistive smart workflows, data linking, reminders, and action lists.
Go Digital
Eliminate your paper and printed documents. ProTrustee’s cloud-native platform allows you to securely manage your trusts electronically and to seamlessly collaborate with others on your team.
Annual reviews have never been easier
ProTrustee increases efficiency and compliance across all of your business processes. Here’s an overview of how our annual review process works. Other flows are similar and can be completely customized to meet your needs.
Trust management. Your way.
ProTrustee can be configured and customized to support almost any workflow or use case. We provide many curated workflows as a starting point. Here are some of our most commonly used workflows.
Know Your Customer
Discretionary Decisions
Cash Management
Account Onboarding
Reg-9 Annual Reviews
Distributions
Generation Skipping Tax
Custom Workflows
Professional Trustees
Maintaining compliance across all of your trusts isn’t easy. ProTrustee offers a robust suite of tools to increase compliance, including our curated trust workflows, approval chains, and comprehensive data auditing.
Trust Companies
Spend your time where it matters most. ProTrustee allows you to be more efficient by leveraging our assistive smart workflows, data linking, reminders, and action lists.
Security first
Security is more important to us than anything else and we make sure that’s reflected in everything we do. Our team has decades of experience building secure and highly-available applications. As a company, we prioritize security above everything else. Read our security overview for a deeper look at everything we do to make sure your data is always secure.
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Features
Customizable Data
View your data the way you want with customizable data fields, labels, and views
Document Repository
Never search for a document again; ProTrustee securely stores all your documents in one place
Configurable Workflows
Use our curated, industry-compliant workflows or create your own to match your processes
Financial Data
Current financial data is synchronized directly from your custodians so you have a complete financial picture
Action Lists
Easily keep tabs on all of your open work by leveraging actions lists to track your todos
Audited Data History
Every time you change a data fields, we create an audit trail with the date, time, and details of the change
Reminders
You have enough to remember; reminders allow you to be notified about upcoming deadlines when you want
Approval Chains
Configure approval chains to ensure that the right people sign off on decisions
CRM
Maintain accurate information about your clients through our embedded CRM
Let's talk
Ready to continue the conversation and learn more?
Click below to schedule a demo or conversation with our sales team.
Click below to schedule a demo or conversation with our sales team.
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