Our smart companion app gives you 24/7 access and the ability to provide real time client service.
EASY TO USE
Interconnected with all of your critical SaaS tools, we provide a trust management platform that allows for end to end trust management.
Trace the history of any transaction for any vehicle with an immutable timestamp.
Secure Trust Management
Smart Trust™ allows users to create, manage and store, in a democratic, immutable, secure, perpetual and transparent environment. With or without the blockchain, Smart Trust™ keeps your client information protected at all times.
Smart Trust™ has:
An optional blockchain feature for enhanced cyber security
Graphic representation of the trust in one simple, global view
An automatic voting feature by protector/financial advisors
Smart Mobile App
Smart Trusts™ provides a companion application for all users, from the settlor to the advisors of the trust, which allows for full 24/7 access for all relevant parties at any time, with full notification of any ledger changes in real-time.
The marketplace is changing.
Clients are increasingly technologically savvy and hyper-focused on security. They want transparency in client reporting and are willing to invest in the technology overlap that provides it.
What our clients say:
With the installation of Smart Trust™ in our firm, we have seen a productivity increase of over 30% with no additional staff added.
Global Head - Family Office Services