Exceptional services @
the right price
Wealth Planning & Management
Professional
-
Client Onboarding Support ( 1 hour )
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Document Digital Signature ( 10 )
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Client Onboarding & Management
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Beneficiary Management
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Advisor Management
-
Testator Management (including fiduciary owner)
-
Asset Management
Financial Assets
Holding Company
Banking Accounts
Operating Company
Real Estate Assets
Alternative Investments
Private Equity Fund
Venture Capital Fund
Real Estate Fund
Private Credit Fund
Digital Assets
Life Insurance
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Registered User Alerts & Notifications
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Jurisdictional Trusted Advisor Search
-
Vital Records Storage ( 1 GB )
Premium
Pro +-
Executive Advisor ( 1 hour )
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Asset Management
Asset Ledger
Investment Strategy
Tax Strategy
Funds Allocation
Financial Disbursements
Asset Class Rate of Return
Asset Conflict Management
-
Vital Records Storage ( 2 GB )
Concierge Assisted
Premium +-
Client Concierge Assistance ( 1 hour )
-
Vital Records Storage ( 5 GB )
-
Wealth Advisor AI Assistant
-
Assisted Asset Management Services**
Contact Sales
-
Assisted Trust Registration**
Contact Sales
-
Assisted Asset Contribution to Trust**
Contact Sales
-
Financial Disbursements to Charity**
Contact Sales
-
Assisted Asset Transfer to Beneficiary**
Contact Sales
-
Assisted Trust Administration Services** Contact Sales
-
Assisted Estate Executor Services**
Contact Sales
-
Integration with internal Identity provider**
Upon Request
-
Integration with CRM**
Upon Request
-
Intstiutional Access**
Upon Request
Business Succession
Professional
-
Client Onboarding Support ( 1 hour )
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Document Digital Signature ( 10 )
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Client Onboarding & Management
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Beneficiary Management
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Advisor Management
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Testator Management (including fiduciary owner)
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Business Succession
Planning
Fair Market Value Assessment
Estate Freeze Simulation
Share Class Registry Management
Transfer Risk Assessment
Optimized Transfer Tasks
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Registered User Alerts & Notifications
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Jurisdictional Trusted Advisor Search
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Vital Records Storage ( 1 GB )
Premium
Pro +-
Executive Advisor ( 1 hour )
-
Transfer Share Classes to Multiple Entities
Holding Company
Special Purpose Trust
Family Trust
Employee Ownership Trust
Individual(s)
Donor-Assisted Fund
Private Equity Fund
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Vital Records Storage ( 2 GB )
Concierge Assisted
Premium +-
Client Concierge Assistance ( 1 hour )
-
Vital Records Storage ( 5 GB )
-
Tax Advisor AI Assistant
-
Assisted Asset Management Services**
Contact Sales
-
Assisted Trust Registration**
Contact Sales
-
Assisted Asset Contribution to Trust**
Contact Sales
-
Financial Disbursements to Charity**
Contact Sales
-
Assisted Asset Transfer to Beneficiary**
Contact Sales
-
Assisted Trust Administration Services** Contact Sales
-
Assisted Estate Executor Services**
Contact Sales
-
Integration with internal Identity provider**
Upon Request
-
Integration with CRM**
Upon Request
-
Intstiutional Access**
Upon Request
Trust & Estate
Professional
-
Client Onboarding Support ( 1 hour )
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Document Digital Signature ( 10 )
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Client Onboarding & Management
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Beneficiary Management
-
Advisor Management
-
Testator Management (including fiduciary owner)
-
Asset Management
Financial Assets
Holding Company
Banking Accounts
Operating Company
Real Estate Assets
Alternative Investments
Private Equity LP
Venture Capital LP
Real Estate LP
Digital Assets
Life Insurance
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Trust Management
Living Revocable Trust
Living Irrevocable Trust
Testamentary Trust
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Estate Management
Estate Planning
Estate Settlement
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Registered User Alerts & Notifications
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Jurisdictional Trusted Advisor Search
-
Vital Records Storage ( 1 GB )
Premium
Pro +-
Executive Advisor ( 1 hour )
-
Asset Management
Asset Ledger
Asset Financial Distributions
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Trust Management
Trust Ledger
Trust Financial Distributions
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Estate Management
Probate Management
Estate Ledger
Estate Financial Distributions
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Philanthropic Management
Charitable Organization Registration
Charity Ledger
Financial Distributions to Charities
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Vital Records Storage ( 2 GB )
Concierge Assisted
Premium +-
Client Concierge Assistance ( 1 hour )
-
Vital Records Storage ( 5 GB )
-
Trust Administrator AI Assistant
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Estate Executor AI Assistant
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Assisted Asset Management Services**
Contact Sales
-
Assisted Trust Registration**
Contact Sales
-
Assisted Asset Contribution to Trust**
Contact Sales
-
Financial Disbursements to Charity**
Contact Sales
-
Assisted Asset Transfer to Beneficiary**
Contact Sales
-
Assisted Trust Administration Services** Contact Sales
-
Assisted Estate Executor Services**
Contact Sales
-
Integration with internal Identity provider**
Upon Request
-
Integration with CRM**
Upon Request
-
Intstiutional Access**
Upon Request
Philanthropy Management
Professional
-
Client Onboarding Support ( 1 hour )
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Document Digital Signature ( 10 )
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Charitable Organization Management
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Charity Contribution Management
Donation
Grant
Endowment
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Registered User Alerts & Notifications
-
Jurisdictional Trusted Advisor Search
-
Vital Records Storage ( 1 GB )
Premium
Pro +-
Executive Advisor ( 1 hour )
-
Donor-Advised Fund ( up to 5 )
Asset Transfer to DAF
DAF Charitable Contributions
Charity Ledger
Charity Financial Distributions
Tax Filing and Tax Reciepts
Regulatory Filings
-
Vital Records Storage ( 2 GB )
Concierge Assisted
Premium +-
Client Concierge Assistance ( 1 hour )
-
Vital Records Storage ( 5 GB )
-
Assisted Trust Registration**
Contact Sales
-
Assisted Asset Contribution to Trust**
Contact Sales
-
Financial Disbursements to Charity**
Contact Sales
-
Assisted Trust Administration Services** Contact Sales
-
Assisted Estate Executor Services**
Contact Sales
-
Integration with internal Identity provider**
Upon Request
-
Integration with CRM**
Upon Request
-
Intstiutional Access**
Upon Request
Entitlement Transfer Service
Professional
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Entitlement Transfer Assessment ( 50 )
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Document Digital Signature ( 10 )
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Transfer Management
Transfer Planning
Transfer Risk Assessment
Document Type Validation
Jurisdictional Advisor Role Recommendations
Transfer Authorization
Transfer Task Management
Generated Tasks
Manual Tasks
EI Managed Tasks
Access to Trusted Advisory Services
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Registered User Alerts & Notifications
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Jurisdictional Trusted Advisor Search
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Supported Asset Class Entitlement
Private Business Share Class
Property Title
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Supported Country Jurisdictions
Canada
USA
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Supported Entities
Holding Company
Operating Company
Trust (Revocable, Irrevocable, Testamentary)
Individual
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Vital Records Storage ( 1 GB )
Premium
Pro +-
Executive Advisor ( 1 hour )
-
Number of Additional Transfer Assessments ( 50 )
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Additional Supported Asset Types
Alternative Investment Units
Digital Asset Private Key
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Additional Supported Entities
Private Equity Fund
Real Estate Fund
Venture Capital Fund
Digital Asset Fund
Donor-Advised Fund
Digital Wallet
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Vital Records Storage ( 2 GB )
Concierge Assisted
Premium +-
Client Concierge Assistance ( 1 hour )
-
Vital Records Storage ( 5 GB )
-
Assisted Asset Management Services**
Contact Sales
-
Assisted Trust Registration**
Contact Sales
-
Assisted Asset Contribution to Trust**
Contact Sales
-
Assisted Asset Transfer to Beneficiary**
Contact Sales
-
Assisted Trust Administration Services** Contact Sales
-
Assisted Estate Executor Services**
Contact Sales
-
Integration with internal Identity provider**
Upon Request
-
Integration with CRM**
Upon Request
-
Intstiutional Access**
Upon Request
Alternative Investment Fund
Per Fund
Professional
-
Client Onboarding Support ( 1 hour )
-
Document Digital Signature ( 10 )
-
Client Onboarding & Management
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Funds Management
Private Equity Funds
Real Estate Funds
Private Credit Funds
Venture Capital Funds
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Partner Management
General Partner (GP) Management
Limited Partner ( LP) Management ( 20 )
Unit Registry
LP Fund Commitments
LP Capital Calls
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Fund Ledger
LP Scheduled Drawdowns
Syndicated Equity or Debt Investments
Special Purpose Entity Transfers
Deal Transfers
Fund Deal Exit & LP Distributions
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Registered User Alerts & Notifications
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Jurisdictional Trusted Advisor Search
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Vital Records Storage ( 1 GB )
Premium
Pro +-
Executive Advisor ( 1 hour )
-
Deal Flow Management ( 25 )
Deal (Acquisition) - up to 5
Deal Ledger
Secure Data Room
Syndication Management
Debt Management
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Fair Market Valuation (quarterly updates)
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Asset Entitlement Transfer Management
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Vital Records Storage ( 2 GB )
Concierge Assisted
Premium +-
Client Concierge Assistance ( 1 hour )
-
Vital Records Storage ( 5 GB )
-
General Partner AI Assistant
-
Assisted Asset Management Services**
Contact Sales
-
Financial Disbursements to Charity**
Contact Sales
-
Integration with internal Identity provider**
Upon Request
-
Integration with CRM**
Upon Request
-
Intstiutional Access**
Upon Request
Single Family Office
Professional
-
Client Onboarding Support ( 1 hour )
-
Document Digital Signature ( 10 )
-
Client Onboarding & Management
-
Beneficiary Management
-
Advisor Management
-
Testator Management (including fiduciary owner)
-
Asset Management
Financial Assets
Holding Company
Banking Accounts
Operating Company
Real Estate Assets
Alternative Investments
Private Equity LP
Venture Capital LP
Real Estate LP
Digital Assets
Life Insurance
-
Registered User Alerts & Notifications
-
Jurisdictional Trusted Advisor Search
-
Vital Records Storage ( 1 GB )
Premium
Pro +-
Executive Advisor ( 1 hour )
-
Asset Management
Asset Ledger
Asset Financial Disbursements
Asset Conflict Management
-
Trust Management
Trust Ledger
Trust Financial Disbursements
-
Estate Management
Estate Ledger
Estate Financial Disbursements
-
Philanthropy Management
Charity Ledger
Registered Charitable Organizations
Donor-Assisted Fund ( 1 )
Charitable Contributions & Distributions
-
Vital Records Storage ( 2 GB )
Concierge Assisted
Premium +-
Client Concierge Assistance ( 2 hour )
-
Vital Records Storage ( 5 GB )
-
Wealth Advisor AI Assistant
-
Assisted Asset Management Services**
Contact Sales
-
Assisted Trust Registration**
Contact Sales
-
Assisted Asset Contribution to Trust**
Contact Sales
-
Financial Disbursements to Charity**
Contact Sales
-
Assisted Asset Transfer to Beneficiary**
Contact Sales
-
Assisted Trust Administration Services** Contact Sales
-
Assisted Estate Executor Services**
Contact Sales
-
Integration with internal Identity provider**
Upon Request
-
Integration with CRM**
Upon Request
-
Intstiutional Access**
Upon Request
Multi Family Office
(per family - minimum 25 Families)
Professional
-
Client Onboarding Support ( 1 hour )
-
Document Digital Signature ( 10 )
-
Client Onboarding & Management
-
Beneficiary Management
-
Advisor Management
-
Testator Management (including fiduciary owner)
-
Asset Management
Financial Assets
Holding Company
Banking Accounts
Operating Company
Real Estate Assets
Alternative Investments
Private Equity LP
Venture Capital LP
Real Estate LP
Digital Assets
Life Insurance
-
Registered User Alerts & Notifications
-
Jurisdictional Trusted Advisor Search
-
Vital Records Storage ( 1 GB )
Premium
Pro +-
Executive Advisor ( 1 hour )
-
Asset Management
Asset Ledger
Asset Financial Disbursements
Asset Conflict Management
-
Trust Management
Trust Ledger
Trust Financial Disbursements
-
Estate Management
Estate Ledger
Estate Financial Disbursements
-
Philanthropy Management
Charity Ledger
Registered Charitable Organizations
Donor-Assisted Fund ( 1 )
Charitable Contributions & Distributions
-
Vital Records Storage ( 2 GB )
Concierge Assisted
Premium +-
Client Concierge Assistance ( 1 hour )
-
Vital Records Storage ( 5 GB )
-
Wealth Advisor AI Assistant
-
Assisted Asset Management Services**
Contact Sales
-
Assisted Trust Registration**
Contact Sales
-
Assisted Asset Contribution to Trust**
Contact Sales
-
Financial Disbursements to Charity**
Contact Sales
-
Assisted Asset Transfer to Beneficiary**
Contact Sales
-
Assisted Trust Administration Services** Contact Sales
-
Assisted Estate Executor Services**
Contact Sales
-
Integration with internal Identity provider**
Upon Request
-
Integration with CRM**
Upon Request
-
Intstiutional Access**
Upon Request