The all-in-one platform for trust companies, wealth managers, and family offices. Automate compliance, generate documents instantly, and give clients the portal they deserve.
Every trust. Every task. One platform.
Replace spreadsheets, legacy software, and manual processes with one intelligent platform.
Generate trust deeds, minutes, resolutions, and distribution letters in seconds. Pre-populated with client data, legally reviewed templates.
Extract client data from uploaded documents. Verify identities, run PEP/sanctions checks, and maintain full audit trails automatically.
Never miss a deadline. Track TRS registrations, annual reviews, KYC refreshes, and 10-year charges across your entire book.
Give clients secure access to their trust information, documents, and valuations. White-labelled with your brand.
Let referring advisers view their client portfolios, track commissions, and submit new business online.
AI-powered inbox that categorises incoming emails, extracts action items, and links correspondence to the right trust.
Whether you're a boutique trust company or a large wealth manager, Trust Matrix adapts to your needs.
Professional trustees and administrators managing hundreds of trusts. Streamline operations, reduce risk, delight clients.
Learn more →Advisers who recommend trusts as part of estate planning. Track referrals, earn commissions, serve clients better.
Learn more →Multi-generational wealth structures with complex needs. Consolidate oversight, maintain privacy, plan succession.
Learn more →No hidden fees. No long-term contracts. Scale as you grow.
For boutique trust companies
Up to 50 trusts
For growing trust companies
Up to 200 trusts
For large organisations
Unlimited trusts
Join hundreds of trust professionals who've already made the switch. Start your free 14-day trial today.
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