Our Services

  • Customized Salesforce Consulting for Special Needs Trust Administrators

    From discovery to deployment—custom objects, automation, reports, and training built around your trust operations.

  • Full Salesforce Implementation

    From discovery to deployment—custom objects, automation, reports, and training built around your trust operations.

  • Trust Administration Workflows

    Digitize and standardize key processes: distributions, investments, transactions, statements, audits, and compliance tracking.

  • Client Portal Integration

    Enable secure, self-service access for beneficiaries, family members, and advocates.