Scaling Client Service Without Compromise
How Pinion Individual Trustee Services streamlined trust administration with ProTrustee to scale operations, improve collaboration, and maintain high-touch client service.
January 9, 2026
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Case Studies
Scaling Client Service Without Compromise
How Pinion Individual Trustee Services streamlined trust administration with ProTrustee to scale operations, improve collaboration, and maintain high-touch client service.
January 9, 2026
Watch Now
Case Studies
Scaling Client Service Without Compromise
How Pinion Individual Trustee Services streamlined trust administration with ProTrustee to scale operations, improve collaboration, and maintain high-touch client service.
January 9, 2026
Read more
Scaling Client Service Without Compromise
How Pinion Individual Trustee Services streamlined trust administration with ProTrustee to scale operations, improve collaboration, and maintain high-touch client service.
January 9, 2026
Watch now
From Zero to 300: Building a Trust Company at Startup Speed
How Dynasty Trust Company scaled from zero to 300+ accounts in eight months using ProTrustee, enabling rapid growth without adding headcount.
January 9, 2026
Read more
Case Studies
From Zero to 300: Building a Trust Company at Startup Speed
How Dynasty Trust Company scaled from zero to 300+ accounts in eight months using ProTrustee, enabling rapid growth without adding headcount.
January 9, 2026
Watch Now
Case Studies
From Zero to 300: Building a Trust Company at Startup Speed
How Dynasty Trust Company scaled from zero to 300+ accounts in eight months using ProTrustee, enabling rapid growth without adding headcount.
January 9, 2026
Read more
From Zero to 300: Building a Trust Company at Startup Speed
How Dynasty Trust Company scaled from zero to 300+ accounts in eight months using ProTrustee, enabling rapid growth without adding headcount.
January 9, 2026
Watch now
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How Pinion Individual Trustee Services Powers Client Success
Join ProTrustee for a conversation with Theresa Hughes and Tara Bolinski on how Pinion, a Santora CPA Group affiliate, delivers excellent client service while continuing to grow. They’ll share how their team stays committed to the unique and complex needs of the families they serve—and how ProTrustee supports their high-touch service model behind the scenes.
August 27, 2025
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Webinars
How Pinion Individual Trustee Services Powers Client Success
Join ProTrustee for a conversation with Theresa Hughes and Tara Bolinski on how Pinion, a Santora CPA Group affiliate, delivers excellent client service while continuing to grow. They’ll share how their team stays committed to the unique and complex needs of the families they serve—and how ProTrustee supports their high-touch service model behind the scenes.
August 27, 2025
Watch Now
Webinars
How Pinion Individual Trustee Services Powers Client Success
Join ProTrustee for a conversation with Theresa Hughes and Tara Bolinski on how Pinion, a Santora CPA Group affiliate, delivers excellent client service while continuing to grow. They’ll share how their team stays committed to the unique and complex needs of the families they serve—and how ProTrustee supports their high-touch service model behind the scenes.
August 27, 2025
Read more
How Pinion Individual Trustee Services Powers Client Success
Join ProTrustee for a conversation with Theresa Hughes and Tara Bolinski on how Pinion, a Santora CPA Group affiliate, delivers excellent client service while continuing to grow. They’ll share how their team stays committed to the unique and complex needs of the families they serve—and how ProTrustee supports their high-touch service model behind the scenes.
August 27, 2025
Watch now
Unlocking Efficiency and Compliance: The Three-Pronged Ecosystem of Trust Administration
In recent years, there has been a paradigm shift.
August 26, 2025
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Thought Leadership & Articles
Unlocking Efficiency and Compliance: The Three-Pronged Ecosystem of Trust Administration
In recent years, there has been a paradigm shift.
August 26, 2025
Watch Now
Thought Leadership & Articles
Unlocking Efficiency and Compliance: The Three-Pronged Ecosystem of Trust Administration
In recent years, there has been a paradigm shift.
August 26, 2025
Read more
Unlocking Efficiency and Compliance: The Three-Pronged Ecosystem of Trust Administration
In recent years, there has been a paradigm shift.
August 26, 2025
Watch now
Unleashing the Power of Purpose-Built Technology: The Case for ProTrustee in Trust Administration
ProTrustee empowers trust professionals to streamline operations.
August 25, 2025
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Thought Leadership & Articles
Unleashing the Power of Purpose-Built Technology: The Case for ProTrustee in Trust Administration
ProTrustee empowers trust professionals to streamline operations.
August 25, 2025
Watch Now
Thought Leadership & Articles
Unleashing the Power of Purpose-Built Technology: The Case for ProTrustee in Trust Administration
ProTrustee empowers trust professionals to streamline operations.
August 25, 2025
Read more
Unleashing the Power of Purpose-Built Technology: The Case for ProTrustee in Trust Administration
ProTrustee empowers trust professionals to streamline operations.
August 25, 2025
Watch now
Workflow Commentary – Trust Administration Collaborative Workflow (TACW)
Increased operational efficiency, improved collaboration, enhanced transparency, standardization, and embedded compliance are all byproducts of a best-practice workflow platform. A modern trust administration system can be leveraged to bridge gaps in existing tech stack investments.
August 20, 2025
Read more
Thought Leadership & Articles
Workflow Commentary – Trust Administration Collaborative Workflow (TACW)
Increased operational efficiency, improved collaboration, enhanced transparency, standardization, and embedded compliance are all byproducts of a best-practice workflow platform. A modern trust administration system can be leveraged to bridge gaps in existing tech stack investments.
August 20, 2025
Watch Now
Thought Leadership & Articles
Workflow Commentary – Trust Administration Collaborative Workflow (TACW)
Increased operational efficiency, improved collaboration, enhanced transparency, standardization, and embedded compliance are all byproducts of a best-practice workflow platform. A modern trust administration system can be leveraged to bridge gaps in existing tech stack investments.
August 20, 2025
Read more
Workflow Commentary – Trust Administration Collaborative Workflow (TACW)
Increased operational efficiency, improved collaboration, enhanced transparency, standardization, and embedded compliance are all byproducts of a best-practice workflow platform. A modern trust administration system can be leveraged to bridge gaps in existing tech stack investments.
August 20, 2025
Watch now