Trust administration
and accounting,
built to scale with your firm.
Whether you're an established trust company managing a growing book or a newly chartered institution standing up operations for the first time, you carry the full weight of fiduciary responsibility across every account, and every member of your team. Your technology should enforce that standard, not get in the way of it.
ProTrustee is a cloud-native platform that unifies administration, compliance, and multi-custodial trust accounting in one system. Purpose-built for fiduciaries, configurable to how your firm actually operates, and modernized to grow with you.
Trust companies are stuck
between two imperfect choices.
Trust companies have been asked to choose between depth and usability for too long.
Legacy trust platforms can handle principal and income accounting, but they are costly, difficult to implement, and built around rigid workflows that are hard to change.
More flexible systems may be easier to adopt, but they leave critical trust administration and accounting work spread across separate applications, spreadsheets, and manual processes.
Neither approach gives a modern trust company what it needs: one system that brings accounting, administration, compliance, and oversight together without forcing the firm to change how it operates.
The result is unnecessary complexity, inconsistent processes, and greater risk as the business grows.
How trust companies
run their operations.
Scattered tools, inconsistent process
Team members working in different tools, with processes living in people's heads instead of the system.
Manual reconciliation · Inconsistent process · Compliance risk
One platform, one standard
Administration, compliance, and accounting — unified, consistent across every team member, and purpose-built for trusts.
- Multi-custodial trust accounting
- Embedded compliance & audit trails
- Role-based permissions & approval chains
- Fiduciary collaborative workflows
- AI-enabled
- Client reports & beneficiary statements
Unified · Consistent · Audit-ready
A system your whole
firm can run on.
A trust company is only as consistent as its slowest workaround. When the process lives in spreadsheets and inboxes, every new client, new hire, and new audit becomes a risk. The right platform makes the firm's standard the default across all stakeholders.
Consistency and control across your entire team.
As your firm grows, the challenge is scaling processes, policies and procedures. ProTrustee gives you role-based permissions and codified best practices with embedded compliance, configurable approval chains, and global visibility across your entire book of business. Every trust officer and administrator works within the same documented processes, so consistency scales with your team instead of breaking under it.
For established firms, that means standardization across a larger organization without sacrificing client service. For growing teams, it means onboarding new staff into proven workflows from day one.
Compliance that's built in, not bolted on.
Trust companies answer to regulators, beneficiaries, and co-trustees, often all at once. The ability to produce a clear, defensible record on demand isn't a nice-to-have; it's the job.
ProTrustee embeds immutable, time-stamped audit trails into every action on the platform. Every approval, every note, every distribution decision is captured automatically. Compliance preparation shifts from a reactive to continuous, confident posture maintained by the system itself.
Every action, automatically documented.
- 1
Action Taken
Distribution approved, review completed, note added, or task assigned.
- 2
Automatically Documented
Every action captured with an immutable, time-stamped record.
- 3
Audit Trail Created
Complete, traceable history of every fiduciary decision and action.
- 4
Instant Compliance Reporting
Proof of fiduciary duty fulfillment, ready the moment you need it.
Continuous compliance — no scrambling before audits or litigation.
Scale without adding headcount.
Growth shouldn't mean a proportional increase in staff or increased risk. ProTrustee's end-to-end workflow automation standardizes reviews, distribution requests, approvals, and recurring tasks across the firm, with automated alerts and a tasking engine that keeps work from falling through the cracks. Firms tell us they take on more accounts, and grow through periods of rapid expansion, without adding proportional headcount.
"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."
1,600+ institutions.
One trust ledger.
Your accounts live across Schwab, Fidelity, Vanguard, Wells Fargo, and hundreds of others — each with its own data formats and reconciliation requirements. ProTrustee's accounting engine aggregates data from over 1,600 financial institutions through automated custodial feeds, then applies a robust principal and income engine driven by customizable, rules-based logic that reflects the specific requirements of each trust and state.
- CSCharles SchwabBrokerage accounts
- FDFidelityInvestment accounts
- VGVanguardFund holdings
- WFWells FargoBank accounts
- +1,600+ InstitutionsAutomated data feeds
Trust Accounting Engine
- Principal & income (P&I) accounting
- Rules-based transaction reclassification
- Journal entry capabilities
- Automated fee calculations
- Multi-custodial reconciliation
- P&I ReportsPrincipal & income detail
- Beneficiary StatementsClient-ready reports
- Fee CalculationsAutomated fee billing
- Compliance ReportsAudit-ready documentation
"We are surprised at how much we are doing in the system, including administration, compliance, and daily accounting with omnibus cash. The ProTrustee team regularly releases new features and has great client service and support."
Launch clean.
Stay audit-ready from day one.
Forming a trust company is one thing. Building the operational infrastructure to run it is another. From the moment your charter is approved, you're accountable to regulators, responsible for client assets, and expected to demonstrate fiduciary competence without the institutional history established firms have behind them.
The technology you choose at launch isn't just a software decision. It's the foundation your compliance posture, client experience, and capacity to grow will be built on. Regulators don't extend a grace period to newly chartered institutions; from your first account, you're expected to demonstrate sound fiduciary process and prove it if questioned.
ProTrustee gives de novo firms something the market hasn't offered before: enterprise-grade fiduciary infrastructure at a price point and implementation model designed for firms that are just getting started. Compliance is the system's default, not a function of your team's discipline. Workflows are documented from the first account, so the processes you build at launch are the ones that scale.
- 1
At charter
Stand up documented, audit-ready processes before your first account.
- 2
First accounts
Compliance captured automatically, from action one.
- 3
Early growth
Onboard new staff into consistent workflows — no rebuilding under pressure.
- 4
Scale
Enterprise-grade depth that grows with your book, on pricing that scales with it.
Pricing built for where you are, not where others are.
A tiered monthly fee means your costs scale with your growth: enterprise-grade capabilities without enterprise overhead, and without locking into a pricing model built for a firm ten times your size.
Purpose-built for trust.
Cloud-native by default.
The trust technology landscape has historically offered two imperfect choices. ProTrustee combines the trust-specific depth of legacy trust accounting providers with the modern, cloud-native experience trust professionals deserve — at a price built for today's fiduciary firms.
Trust-specific, but cost-prohibitive.
Designed for large bank trust departments. Powerful, but inaccessible — long implementations, steep pricing, dated experience.
Purpose-built & cloud-native.
The trust-specific depth of legacy software, in a modern platform. Founded by a former trust officer who lived the work for over a decade.
The category alternativeModern, but not built for trust.
CRMs and non-trust native platforms force fiduciary work into a square-peg-round-hole shape. Spreadsheets and email fill the gaps — and create the risk.
Real people who've
done the work.
Implementing new software shouldn't disrupt operations or overwhelm your team — whether you're migrating an established book off a legacy system or standing up a brand-new institution. We've invested in a streamlined onboarding experience with hands-on implementations, live training, and responsive human support.
No bots. No ticket queues. Real people who understand fiduciary work and serve as partners from implementation through ongoing growth. Our clients consistently tell us this long-term, shared-vision approach is what sets ProTrustee apart.
Built for trust companies
at every stage.
Whether you manage 50 accounts or 5,000, ProTrustee is designed to meet your firm where it is — and grow with you.
Established trust companies
Enforce consistency across teams and processes, improve collaboration, and reduce risk without a full system overhaul.
De novo & newly chartered institutions
Stand up audit-ready processes and right-sized infrastructure as you launch so the systems you build at charter are the ones that scale.
Growth-stage & hyper-growth firms
Lean teams scaling their book quickly, taking on more accounts without adding proportional headcount. Today's trust administrators and their clients expect next-gen trust technology.
Modern software
that speaks your language.
If your firm is ready to move beyond legacy systems, generic tools, and the workarounds in between — whether you're scaling an established book or building a new institution from charter approval — we'd love to show you what ProTrustee can do.