Trust administration,
reimagined.
The intelligent platform for fiduciary teams. Purpose-built trust accounting, document analysis, and workflow automation in one place.
Modern trust accounting.
Purpose-built.
Fiduciary-grade accounting designed for trusts from the ground up, not bolted on after the fact.
Principal & income.
Every transaction carries P/I classification natively. Built around a double-entry engine that treats fiduciary accounting as the default, not an exception.
Seamless data integration.
Feeds from over 1,600 different custodians and institutions so your data is available when you need it.
Smart templates.
Intelligent posting engine automatically classifies transactions based on UPIA classifications so you don't have to. Rules are fully customizable and extensible.
Deep trust
intelligence.
AI that works across your entire trust dataset, from documents and notes to tasks and accounting, surfacing the insights that matter.
Document insights.
Every document is analyzed and catalogued on upload, building a knowledge base that allows our AI to provide meaningful guidance when you need it.
Power tools.
Purpose-built AI tools that make you more efficient, like an auto-generated trust summary page that synthesizes key provisions, terms, and administrative requirements from your documents.
Integrated chat.
Ask any question about your data or your workflow in plain language. Can you take a distribution from this trust? How many high-value trusts are in the system? How to create a fee schedule? Answers grounded in your actual data, not generic responses.
One platform.
Everything fiduciary.
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.
Learn moreCompliance
Compliance center with automated checks on every entity you manage, configurable rules, and a verifiable audit trail.
Learn moreAI & Intelligence
Document analysis, auto-generated trust summaries, and integrated chat — grounded in your data, embedded in your workflow.
Learn moreWorkflows & Automation
Configurable workflows, recurring tasks, ticklers, and rule-based automations. Templates that work from day one.
Learn moreDocuments & Data
Documents and data built for fiduciary teams — secure storage, official records, every file linked to the work, and configurable views across your practice.
Learn moreContacts & CRM
Beneficiaries, advisors, households, and custodians — track every contact in the trust's orbit, with the structure your practice needs.
Learn more
Built for fiduciary teams
of every size.
Independent Trustees & Small Firms
Stop managing trusts across spreadsheets, email, and generic accounting software. ProTrustee gives you the same tools as a large trust company without the overhead.
Trust Companies
Purpose-built for the complexity of institutional trust administration. Manage your entire book with configurable workflows, automated compliance checks, and fiduciary-grade accounting.
RIAs, Law Firms & Family Offices
Administer trusts with the same rigor and tooling as a dedicated trust company. One platform for accounting, documents, compliance, and client reporting.
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. We are happy with their partnership, and it has made a huge difference for us.
We have been really satisfied working with ProTrustee. 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.
Trusted by fiduciary teams across the country
Ready to reimagine your
trust administration?
Book a working session with our team. We will tour the platform around the workflows that matter to your practice.
We respond within one business day. No spam, no obligation.