Trust management software for institutions and family offices.
SmartTrust Protocol gives banks, trust companies and family offices one workspace for trust administration. Manage legal files and asset portfolios, review compliance evidence and control beneficiary distributions with clear responsibilities and an audit history.
6+
Evidence and approval gates
8
Stakeholder roles
SHA-256
Tamper-evident audit
12
Core modules
Built for the fiduciary industry
Platform
Everything a modern trust desk needs
Manage the trust file, physical and financial assets, bank treasury and beneficiary distributions within the same approval workflow.
Evidence-first governance
Legal identity, licensing, beneficial ownership and settlement evidence are reviewed before operational access is enabled.
Controlled distributions
Every request records its fiduciary rationale, deed clause and tax treatment, then requires independent role approvals.
Tamper-evident audit trail
Application actions are SHA-256 hash-chained so later database changes can be detected during verification.
Beneficiary portal
Beneficiaries view their records and request payout-wallet changes through a dual-control review.
Role-based access
Settlors, trustees, protectors, compliance officers and auditors — each with precisely scoped permissions.
Multi-asset trust portfolios
Keep property, securities and other asset records alongside bank treasury and wallet records, with separate evidence and approval requirements.
Workflow
From organization approval to distribution control
Approve the organization
Collect KYB, licensing, ownership and independent-review evidence.
Build the legal file
Record the governing law, parties, deed, purpose and beneficial interests.
Approve and settle
Legal counsel, each appointed trustee and compliance approve before the trustee records settlement evidence.
Control distributions
Eligible requests proceed only after identity, sanctions, wallet, deed and independent-approval gates are green.
Security & compliance
Designed for regulated institutions
Compliance teams record KYC and AML reviews with supporting evidence. Trustees and legal advisers make independent decisions, with a verifiable history of each controlled action.
- Hash-chained, tamper-evident audit trail with on-demand verification
- Role-based access control across eight fiduciary roles
- Independent approvals with no self-approval for controlled actions
- Evidence-backed identity, sanctions and payout-wallet gates
Verifiable audit history
Each audit entry chains a SHA-256 hash of the previous one. Tampering with history breaks the chain — instantly detectable.