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Purpose-built for modern trust organizations
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Tailored Workflows, Built for Collaborative Teams
Align processes to your firm’s exact needs with configurable workflows that enhance collaboration and accountability.
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Multi-Custodial Accounting
Unify accounting across all of your custodians with automation that eliminates manual errors and unlocks operational scale.
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Audit-Ready by Design
Meet regulatory demands with ease. Every action is tracked, time-stamped, and instantly reportable.
Trusted by industry leaders and fiduciary teams of all sizes
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Created by trust and technology experts
We’re not just a software provider, we’re a true partner. Our clients consistently tell us that our understanding of their fiduciary and technological needs makes all the difference.
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Brandon Whittington
Brandon brings over a decade of hands-on experience as a trust officer at U.S. Trust and Truist Wealth. He holds the Accredited Trust Fiduciary Advisor (ATFA), Certified Financial Planner® (CFP®), and Chartered Alternative Investment Analyst (CAIA) designations, along with a master’s degree in Trust & Wealth Management. A North Carolina native, Brandon founded ProTrustee to tackle the very challenges he encountered in the field.
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Will Deupree
Will is a veteran technology leader with over 25 years of experience designing and scaling secure software platforms. As the former founder and CEO of Preclose and Chief Technologist at Booz Allen Hamilton, he brings a rare blend of deep technical expertise and a passion for simplifying complex workflows through thoughtful product design.
Discover what ProTrustee can do for you
Have questions or want to see ProTrustee in action? We’d love to connect.
