Evolving Intelligence

evolving intelligence inc.

Trust Administration

Optimize inter vivos (revocable and irrevocable) and testamentary trusts
administration with Trust Officer and Trust Administrator AI Assistant
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Trusts

Trust Management

  1. Manage inter vivos (revocable and irrevocable trusts)
  2. Manage testamentary trusts
  3. Manage trust type rules
Assets

Asset Management

 

  1. Manage Settlor asset contributions
  2. Monitor asset valuation
  3. Monitor asset performance
  4. Manage Trust asset beneficiaries
  5. Asset beneficiary ownership
  6. Asset entitlements
Trustee

Trustee Management

 

  1. Primary and successor Trustee
  2. Family and professional Trustee
  3. Trustee license & insurance
  4. Trustee domain responsibilities
  5. Access controls
  6. Trustee fees and disbursements
Beneficiary

Beneficiary Management

 

  1. Asset ownership percentage
  2. Manage bank account information
  3. Funds distribution
  4. Event notification
  5. Audited consent
  6. Tax advisory
  7. Ledger
Documents

Document Management

 

  1. Manage Trust document types
  2. Manage document digital signature
  3. Manage investment statements
  4. AI – Document insight
  5. AI – Trust Admin Assistant
Trust Ledger

Ledger Management

 

  1. Private Trust ledger
  2. Private Trust beneficiary ledger
  3. Fund allocation controls
  4. Journal entries
  5. Synchronize data from financial institutions
  6. Extract data from wealth reports
  7. Manage Trust asset entitlements

 

Funds

Funds Management

 

  1. Investment reciepts
  2. Investment commitments
  3. Advisor fees
  4. Beneficiary distributions
  5. Transfer audited approvals
  6. Capital encroachment controls 
  7. Auto Ledger updates
Reporting

Trust Regulatory Reporting

 

  1. Beneficial ownership
  2. Trust investment

 

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Trust Administrator Assistance

Optimize Trust administration processes and enhance Trust Administrator efficiencies  through automation and AI assistant.  Govern and control Trust contributions, investments, and distributions based on document insight.

The platform provides a secure mechanism for Trustee, Trust Officers, Trust Administors, Settlors, beneficiaries, and advisors to collaborate with AI on global investments, asset transfers, and leverage Trust Administrator AI Assistant for guidance and assistance.

  • Trust fund distributions governace and controls.
  • Govern, control, and manage Trust asset portfolio investments and distributions, including:
    • Corporate share class
    • Real estate financial transactions
    • Mutual funds, ETF, and public market investments
    • Alternative Investments commitment paid-in capital, drawdown schedule payments, and distributions
    • Limited partnerships commitments
    • Digital asset custodial wallets
    • Charitable contributions
  • Trust Administrator AI Assistant
    • Investment report consolidation
    • Trust fund management and controls
    • Domain expert advisor agent and tools
    • Trust document insight
    • Trust amendment generation and signatures
    • Task management an delivery
    • Send event based notfications to Trustee and asset stakeholders.
    • Manage access controls based on privileges as authorized in Trust documents.
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