Evolving Intelligence

evolving intelligence inc.

Optimize Trust Operations

 

Govern, control, and audit investments and distributions using AI Assistant

Optimize inter vivos (revocable and irrevocable) and testamentary trust operations for Trust Co.

Bring your own advisors and Trustee to manage your private Trust (B2C)
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Trust Trustee AI Assistance

Grantor / Settlor

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
Advisors

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

Bring your own advisors, including Trustee, Accountant and Registered Investment Advisors to securely collaborate and manage your private Trust.  Leverage private AI to assist with Trust operations, document generation, recommendations, approvals routing, accounting journal entries, and tax filing.

Digitize and optimize Trust operational processes and enhance Trustee capacity  through automation and AI assistance.  Govern Trust contributions, monitor investments, and control distributions based on investment and distribution policy document insight.

AI assisted risk assessment and digitized committee reviews and approvals, triggering fund transfers and automated transaction ledger entries. 

The platform provides a secure mechanism for Trustee, Trust Officers, Trust Administrators, Committee Members, Settlors/Grantors, beneficiaries, and external advisors to securely collaborate. 

Leverage AI for global investments, asset transfers, and income, capital gains, and asset distributions to Trust beneficiaries.

  • Trust contribution AI assistance due diligence and risk assessment.
  • Govern, control, and manage Trust asset portfolio investments, income, capital gains, and asset distributions, to beneficiaries including:
    • Corporate share class
    • Real estate financial transactions
    • Mutual funds, ETF, and public market investments
    • Alternative Investments units, and manage drawdown scheduled payments, and fund distributions
    • Limited partnerships commitments
    • Digital asset custodial wallets
    • Charitable contributions
  • Trust Trustee AI Assistant
    • Investment report consolidation
    • Trust fund management and controls
    • Securely collaborate with domain expert advisors leveraging AI agent and tools
    • Trust document insight
    • Trust amendment generation and signatures
    • Trust fund distributions governance and controls
    • Manage advisor deliverables
    • Send event based notfications to Trustee and trust stakeholders.
    • Manage role based access to information based on privileges as authorized in Trust documents.
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