ProTrustee

Trust Workflows

Modernize your trust company. We believe in using technology to help our customers become better fiduciaries. An efficient operating model allows you to maintain compliance while delivering a high standard of service to your clients.

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Our Story

The Leading Technology Company

ProTrustee was created to solve the day-to-day challenges of a historically archaic and cumbersome industry full of operational issues. Our digitally transformative platform with customizable trust native workflows optimizes efficiencies while increasing compliance integrity. By having the ability to integrate with any complementary applications via APIs, ProTrustee can stand-alone or be used in conjunction with other software platforms.

 
 
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Brandon Whittington

Founder

About Us

J. Brandon Whittington

Founder, CEO

Brandon has nearly ten years of experience as a trust officer at two of the largest bank trust departments in the United States. Used both proprietary and third party (i.e. SalesForce, SEI, FIS) applications for managing all types of accounts at different volumes. Responsibilities included using several systems to manage all aspects of the life cycle of trust account administration.

Brandon is an Accredited Trust & Financial Advisor, Certified Financial Planner, Chartered Alternative Investment Analyst, and holds a Master’s Degree in Trust and Wealth Management.

Shaun Sullivan

CTO

Shaun has over 21 years of technology experience. Previously he was the Vice President and CTO of Blackbaud, a position he held for 10 years.

Shaun helped lead the company's technical vision and strategy. Prior to being named CTO, Shaun rose through the company in various roles over an 11 year period. From technical support, to product development, management and ultimately the executive level. This history affords Shaun a unique perspective on the customer experience. As a member of the senior leadership team he helped steer the company from a small private firm to become the largest provider of software to non profits in the world. In 2004 Blackbaud completed its IPO (NASDAQ symbol BLKB).


Craig Cook

Advisor and Board Member

As co-founder and CEO of Oakbrook Solutions, Craig Cook brings over 35 years of experience in technology-based solutions for wealth management providers and the asset-management industry, focusing on new product development for trust systems, investment management systems, and proprietary systems. He excels at analyzing, designing, and delivering application software-based solutions of varying scopes and sizes. Combining deep knowledge of the wealth business with technical and project-management skills honed over time, Craig has built a record of success in developing proven workflow solutions for any wealth-management channel.

 

Benefits of Workflow Solution

1. Increased productivity
2. An agile organization
3. Reduced errors
4. Ensured policy compliance
5. Reduced micromanagement
6. Controlled data accessibility
7. A company-wide platform
8. Digital transformation
9. Reduced license overhead and app overload
10. Identified strengths and skill gaps
11. A single adoption curve

 

Schedule a Demo

 

Get in Touch

Charleston, SC

336-413-3559

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