A CRM that
speaks fiduciary.
Beneficiaries, advisors, households, custodians — track everyone connected to a trust, with the structure and flexibility your practice actually needs.
Everyone in the trust's orbit, all in one place.
Beneficiaries, grantors, attorneys, accountants, advisors, custodians — all the people connected to a trust, with their roles, relationships, and contact history clearly tracked. No more hunting through email chains.
Manage the family, not just the trust.
Group related contacts and trusts into households so you can see the full picture — every trust for the Smith family, every beneficiary across the generations, every account in the wealth plan. Roll up balances, activity, and reporting at the household level.
Communications captured in context.
Connect your inbox and email lands where it belongs — on the trust, contact, or matter it relates to. Your team gets a shared, complete record of who said what, when, without anyone forwarding chains around. Works with Google, Microsoft, and other major email platforms.
