The work, on
rails.
Configurable workflows, recurring tasks, and rule-based automations — purpose-built for trust administration. Stop running your practice out of email and spreadsheets.
The way your team actually works.
Build workflows that match your practice — distributions, account openings, annual reviews. Transitions and handoffs you control, with state tracked in one place.
Nothing slips through the cracks.
Tasks with due dates, reminders, and recurring schedules — so quarterly reviews, K-1 deadlines, and annual filings show up before they're late. Assign work to the right person and track it to completion.
The platform does the routine work.
Event-driven rules trigger actions across the platform — kick off a workflow when a new account onboards, create templated folder structures, trigger follow-ups. Less manual follow-up, fewer missed steps.
Working processes from day one.
Start with battle-tested templates for the workflows every fiduciary practice runs — onboarding, distributions, generation-skipping reviews, 65-day elections. Customize them for your firm, not the other way around.
