Technology Solutions for Special Needs Trusts

We specialize in Salesforce-based solutions for pooled special needs trusts, bringing together automation, compliance, transparency, and user-friendly portals in a single platform built for those serving individuals with special needs.

We work with organizations that are new to Salesforce and those who are already on the platform.

About Fiduciary Consulting Partners

We bring more than just Salesforce expertise, we bring real-world experience. Having faced the complexities and nuances of managing special needs trusts firsthand, we understand the critical importance of precision, reliability, and compassion in managing trusts for individuals with special needs.

Unlike most consulting firms, we’re split equally in our staffing between a subject matter expert (Reanna Weatherford) and an experienced Salesforce consultant (Aaron Greenberg). Most Salesforce firms would hand you to a junior consultant who doesn’t know the first thing about special needs pooled trusts. When you work with us, you will have an expert in the field who also knows Salesforce (Reanna) and a Salesforce expert who has learned a ton about special needs pooled trusts (Aaron). It doesn’t hurt that we’re both passionate about advancing financial security for people with disabilities—just like you.

Central to our firm’s identity is our fierce commitment to ethical practices. We’re a 100% independent consulting firm. We act in the interest of you, the client, at all times. This should be a given in software consulting, but as we’ve both learned the hard way, it is not. So many consulting firms collaborate with Salesforce Account Executives to push you into buying licenses you don’t need or before you need them. We will advocate tirelessly for you to get the best deals and to only acquire products you need from vendors that you need and when you need them.

At Fiduciary Consulting Partners, we design and implement full-lifecycle trust administration platforms tailored to your organization’s needs. Our solutions offer:

  • Secure, role-based portals for grantors, beneficiaries, and staff, ensuring appropriate access and enhanced data protection.

  • Automation of key processes such as onboarding, disbursement approvals, and remainder tracking to streamline operations and reduce errors.

  • Seamless integration with financial partners facilitating efficient fund management and real-time asset tracking.

  • Audit-ready reporting and compliance dashboards that support transparency and regulatory adherence.

  • Preservation of institutional knowledge to maintain continuity and improve operational clarity across teams.

Our platforms are built to scale, whether managing hundreds or thousands of trust accounts, significantly reducing staff burden while unlocking hidden value within your trust administration operations.

Problems We Solve

  • Fragmented Data

    With dynamic Salesforce dashboards and real-time data capture, FCP builds trust reporting infrastructure that meets the needs of internal teams, beneficiaries, and oversight bodies alike. Whether it’s a quarterly impact report, bequest tracking dashboard, or real-time disbursement logs, our solutions turn fragmented data into decision-ready insights

  • Time-Consuming Processes

    We transform outdated trust operations into digitally streamlined, audit-ready systems that eliminate bottlenecks and reduce staff burden. Our Salesforce-powered solutions support fully automated disbursement workflows, approval routing, and recurring payment logic tailored to each individual trust, all while maintaining compliance with government benefits.

  • Disbursement Delays & Errors

    Case management is essential an essential component of effectively managing special needs trusts. our tailored Salesforce solutions provide a centralized system for tracking all beneficiary interactions, support needs, and outcomes. Build stronger connections with your beneficiaries and enable continuity of care across staff changes or crisis events.

We understand it’s hard to imagine what you’d be getting with a Salesforce implementation. To give you a taste, we’ve included screenshots below of the following:

  • Dashboard of organizational metrics across Trusts

  • Page for a Trust

  • Page for creating a Disbursement Transaction.

We’d be happy to show you more in a demonstration! Just reach out to schedule via the form below.

A dashboard with a pie chart, bar charts, line chart, and other metrics.
Image of the fields featured on a Trust record.
Image of a screen for creating a new Transaction. It includes fields like "Record Type", "Amount," and "Description".