Dynasty Trust Company set an ambitious goal: launch a modern trust company and scale it fast — without compromising on fiduciary rigor or service quality. With ProTrustee as the operational backbone, Dynasty onboarded 300+ accounts in eight months while keeping their team lean.
This case study covers:
- Why Dynasty chose ProTrustee over legacy trust accounting systems
- How they used configurable workflows to standardize onboarding
- The role of automated compliance and audit trails in their growth model
- How they’re positioned to keep scaling without proportionally scaling headcount
“We have been really satisfied working with ProTrustee. None of the other providers could match this level of flexibility to maintain our level of hyper-growth. Our team is lean. The platform enables us to scale without adding more headcount.”
— Liz Paulus, Head of Trust Administration, Dynasty Trust Company