Our expertise as a licensed trust company and custodian have enabled us to combine customer management with asset custody, compliance, and administration – functions no CRM can provide.
Whether you’re an advisor or fund manager, we’ve made it easy to prepare reusable asset templates and send invitations to your investors singularly or in bulk.
Fax machines and envelopes are antiquated methods for efficiently serving customers. Trust Platform takes the most time-consuming administrative tasks and automates them for you.
Backed by American Estate & Trust, Trust Platform maintains excellence in regulatory compliance so you can focus on day-to-day operations.
Anytime your customer logs into their account, they’ll go to your web domain and see your company’s logo.