Trust Pilot

TRUST PILOT · YOUR WORKSPACE

Everything in view. Peace of mind.

Trusts, foundations, people and wealth. One context. A shared perspective. Your team in control.

Explore the platform AI in practice

The trust case at the heart of your organisation.

CLARITY TAKES SHAPE

Your new perspective.

Interactive preview · fictional data
Trust case Aster Family TrustIllustrative interface

ASTER FAMILY TRUST

Overview

Active case

A clear perspective, at every step.

People, assets and the next steps of the case come together in one place.

Named beneficiaries3↗
Linked documents2
Next stepAnnual reviewOCT. 2026

The case structure

Aster Family Trust
Aster Holding
Aster Properties

Essential documents

PDFTrust deedAster Family Trust
DOCReview note2026
Fictional examples · no client data

Different responsibilities. The same need for clarity.

Independent trusteesFamily officesFiduciary teams

01 / THE BIGGER PICTURE

Complexity exists. You don’t have to live with the clutter.

People, relationships, documents and deadlines. Connect what was scattered, without losing sight of each case.

  1. Bring the essentials together.

    Identities, addresses, documents and business information find their place in organised records.

  2. Understand every connection.

    Trusts, foundations and companies come together through dated relationships and clear organisational charts.

  3. Prepare what comes next.

    Events, alerts, distributions and resolutions put the next steps back in context.

A CONNECTED WORKSPACE

Everything connects. To the right case.

From the first conversation to a wealth review, modules share the same business context, within your organisation’s permissions and configuration.

01

People & organisations

The context behind every identity.

Onboard people, organisations, trusts and foundations. Contacts, roles and relationships stay accessible from their records.

  • Guided onboarding
  • Relationships and charts
  • Registered agents
02

Wealth & banking

Assets in perspective.

Portfolios, positions, transactions and valuations connect to their cases. Bank imports feed the data followed by your team.

  • Assets and portfolios
  • Positions and transactions
  • Valuations and performance
03

Compliance & monitoring

Points of attention, in the right place.

Risk profiles, controls and alerts help teams follow their cases. Integrations and reporting modules depend on the instance’s configuration.

  • Compliance profiles
  • Alerts and control follow-up
  • CRS reporting where configured
04

Distributions & resolutions

A decision, with its context.

A proposed distribution enters a resolution, approval and compliance validation process, with its supporting documents and decisions.

  • Distribution proposals
  • Resolutions and validations
  • Document generation
05

Documents & registers

The right document. In the right place.

Documents connect to records. Available registers and reports can be generated from the application’s structured data.

  • Case documents
  • Registers and reports
  • Generation history
06

Team & administration

Shared information. Appropriate access.

Users, groups and permissions govern access. Reference data and settings adapt the application to how the organisation works.

  • Users and groups
  • Configurable reference data
  • Activity log

02 / INTELLIGENCE, IN SUPPORT

Another way to see clearly.

Ask a question in the context of your work. The assistant consults authorised information, connects relevant details and prepares a response with references.

Intelligence prepares. Your team decides.

ILLUSTRATED EXAMPLE

Trust Pilot Assistant

Scripted response

What should I prepare for Aster’s review?

Start with the review note and trust deed. Then check the related people, compliance information and case events before preparing your summary.

References in this example

  • Aster · review note
  • Aster · trust deed
Fictional data. No AI model is connected to this presentation.

03 / A MATTER OF TRUST

Your standards. Our starting point.

Technology supports understanding of the case. Responsibilities remain clear, from access permissions to the final decision.

01

Explicit access.

Permissions and groups govern the resources accessible to each user.

02

Human decisions.

The assistant prepares a reading of the information. Business validations remain in your team’s hands.

03

Context preserved.

Dated relationships, documents and activity history help teams follow the thread of each case.

04 / WITH TRANSPARENCY

Good questions.

A little context, before we meet.

Who is Trust Pilot for?

Fiduciary teams, trustees and family offices looking to connect trusts, foundations, people, wealth, documents and compliance monitoring in one workspace.

Does this presentation provide access to the application?

No. The data shown here is fictional and the interactions are illustrative. Your organisation’s application has its own instance and requires an authorised user account.

What can the AI assistant consult?

Application information accessible to the user, through the business tools designed for that purpose. Consultation follows the selected approval mode. Internet research is only performed when explicitly requested by the user, without including client data in the search.

Do distributions trigger a bank payment?

No. Distributions and resolutions follow a preparation, approval and validation process. An approved status does not execute a bank payment.

Can access and reference data be configured?

Administration provides users, groups, permissions, reference data and settings. The exact possibilities depend on your instance’s modules and configuration.

MAKE ROOM FOR WHAT MATTERS

Take a wider view. Stay in control.

Let’s talk about your organisation, your cases and the way you want to work.

Write to us