Administration & Compliance
ProTrustee is a cloud-native fiduciary administration, compliance, and accounting platform designed specifically for trust administrators, officers, and compliance leaders.
ProTrustee streamlines complex workflows, embeds compliance into every step of your operations, and brings simplicity and scale to even the most complex trust management tasks.
Customizable, Collaborative Workflows
Adapt workflows to your firm’s processes and boost team efficiency with role-based collaboration tools.
Learn More About Our Workflows
Embedded Audit Trails
Track every action with time-stamped documentation. Stay compliant and audit-ready without the prep scramble.
Configurable Team-Based Permissions
Control access with precision. Set granular permissions by role, team, or user to ensure the right people see the right data.
Automated Approval Chains
Enforce policy controls with multi-level signoffs and built-in audit visibility. No more chasing down approvals.
Tasking Engine
Reduce risk and never miss a deadline with automated alerts and recurring tasks capabilities.
Flexible Data Configuration
Organize your data your way: Custom fields, labels, and views for every trust and every team.
Customizable Dashboards and Reporting
Surface the insights that matter. Build tailored dashboards and export reports that reflect your performance metrics and compliance needs.
AI Assist (Coming Soon)
ProTrustee Assist will analyze documents, surface key insights, and recommend next steps using agentic AI.
ProTrustee supports your team on its most important fiduciary workflows.
Our out-of-the-box workflows—listed below—can be configured to your needs, and we also support fully custom processes.
New trust reviews
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Annual reviews
Know your customer (KYC)
Discretionary requests
Distribution authorizations
Generation skipping tax (GST) review
Unique asset reviews
Cash management approvals
Account closures
Investment objectives
65 day elections
UPIA/Unitrust calculations
RMDs
And more!
ProTrustee integrates with document storage platforms and email systems to centralize client files and communications.
Document storage
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