Wealth & Private Banking › Trust & Estate › Fiduciary Accounting

ProTrustee

Cloud trust accounting and administration software for trust companies, independent trustees and other fiduciary teams.

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Overview

ProTrustee is trust administration software with a fiduciary accounting core. Its general ledger is double-entry, classifies every transaction as principal or income, applies customizable posting rules aligned with principal and income act classifications, and handles fee management, omnibus cash and client statements, with data feeds from custodians and institutions.

The cloud platform adds a compliance center with automated checks and an audit trail, configurable workflows and ticklers, document storage with AI-generated trust summaries and chat, and a contact module for beneficiaries and advisors. It is aimed at trust companies, independent trustees, RIAs, law firms and family offices.

Key Features

+ Principal and income accounting
+ Trust statements and fees
+ Fiduciary compliance checks
+ Trust document analysis

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