Trusted by fiduciary teams of all sizes
Whether you’re a professional trustee, trust company, law firm or RIA with fiduciary clients, ProTrustee equips teams to work with greater clarity, accountability, and confidence.
Professional trustees
You're juggling every part of the trust lifecycle with limited resources and legacy tools. ProTrustee helps you manage more accounts with less friction by automating workflows, maintaining clean audit trails, and giving you time back to focus on your clients.
Trust companies
Growing firms need to scale operations while maintaining strict compliance. ProTrustee enforces consistency across teams and processes, improves collaboration, and reduces risk.
Law firms
Managing trusts and estates requires precision and defensibility. ProTrustee offers an intuitive, auditable system for handling distributions, document storage, and trust compliance, streamlining your fiduciary service delivery.
RIAs
As RIAs expand into fiduciary services, trust-specific technology becomes critical. ProTrustee enables seamless integration with existing systems and gives advisors the tools to manage complex trust accounts with confidence.
"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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