"I have been doing this for 40 years. I have never had a system that is so customized, easy to use, forward thinking…it is so valuable to our team.”
Theresa Hughes
“Preparing for and passing our recent audit was pain-free, and we received positive feedback from state regulators praising ProTrustee's time-stamped audit trails and centralized record keeping.”
Nick Nankivel
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“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.”
Nick Nankivel
"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.”
Liz Paulus
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