One platform.
Everything fiduciary.
Trust accounting, compliance, administration, AI, and the workflow tools you actually need — built together, not bolted on.
The whole fiduciary surface, in one place.
Six tightly integrated modules, designed for trust practices from the ground up.
Trust Accounting
Purpose-built general ledger with P/I classification, smart templates, fee management, omnibus support, and client statements.
Compliance
Compliance center with automated checks on every entity you manage, configurable rules, and a verifiable audit trail.
AI & Intelligence
Document analysis, auto-generated trust summaries, and integrated chat — grounded in your data, embedded in your workflow.
Workflows & Automation
Configurable workflows, recurring tasks, ticklers, and rule-based automations. Templates that work from day one.
Documents & Data
Documents and data built for fiduciary teams — secure storage, official records, every file linked to the work, and configurable views across your practice.
Contacts & CRM
Beneficiaries, advisors, households, and custodians — track every contact in the trust's orbit, with the structure your practice needs.
Capabilities that show up everywhere.
Every module is built on the same foundation — so the way you configure, control, and audit your work is consistent everywhere.
Role-based permissions
Permission profiles for every role on your team. Separation of duties, baked in.
Configurable dashboards
Build the views your team actually needs. Filter, save, and share across the firm.
Custom data fields
Add fields anywhere — with curated defaults out of the box. Track what your firm tracks.
Full audit trail
Every action — across every record, by every user — preserved with timestamps and context.
Enterprise security
MFA, granular access controls, and infrastructure built to fiduciary standards.
Trusted by fiduciary teams across the country
See the platform
in action.
We'll walk you through the modules that matter for your practice.