Trust Administration made simple.
Free Trial Available
Works for you,
not against.
A toolkit that meets all of your needs
Client Portal
Self-Service for Grantors and Beneficiaries
Reduce inbound email by letting clients request HEMS distributions, upload evidence, track status, and access tax documents — all scoped to the right trust and role.
USD Account (...3872)
Administration
Command Center for Trust Officers
A single queue for approvals, exceptions, and execution — with audit trails and controls designed for fiduciary operations.
2023
Automate the workflows that actually consume trust teams.
Role-Based Access by Trust
Grantors, beneficiaries, co-trustees, advisors, and CPAs each see only the trusts they belong to — and only what they’re allowed to see.
Contributions & Distributions
Clients request distributions with category and documentation; your team reviews, approves/declines — with clear status throughout.
Compliance Reviews, Exception-First
Turn annual reviews into a checklist with exceptions highlighted (missing items, overdue reviews, open questions) — so nothing lives in spreadsheets or email threads.
Brokerage Account
$12,650.27
$201.28 (+12.3%)
USD Account (...4231)
Brokerage
Cash Account
Checking
Cash Account
Checking
Cash Account
Savings
$10,876.27
Now
$987.00
Now
$601.00
1 day ago
$214.00
1 day ago
One-Click Distributions & Contributions
Make it easy to move money the right way: collect the request, documentation, and approval first — then send funds once it’s ready. Fewer mistakes, fewer “did you see my email?” follow-ups.
Summary
Total Value
$24,235.67
Cash
30%
Investments
70%
Debt
0%
Day Change
+$135.50 (0.50%)
View Statements
A Trust Dashboard clients understand
Clients see a clean overview: trust accounts, recent activity, documents, and contact points. Advisors and CPAs can get what they need without calling your team for routine questions.
Brokerage Account
$12,650.27
->
$201.28 (+12.3%)
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Updates without the phone calls
Clients can see whether a request is received, under review, waiting on documents, approved, or completed. Your team stays in control — but clients stop chasing status.
Connect directly to client banks
Clients can sync their bank accounts safely and securely, allowing you to gain a comprehensive overview of their finances in one convenient location.
Security is built in, from the ground up.
Designed for fiduciary information: private access, clear records, and controlled sharing.
Bank-Level Encryption
With robust encryption protocols in place, your data is securely transmitted and stored, ensuring that your personal and financial details remain protected.
Two-Factor Authentication
This additional security measure helps prevent unauthorized access to your account, providing you with peace of mind knowing that your financial data is safe.
Questions & Answers
Learn more about what Trinity has to offer or feel free to contact us at support@trinity.com
Bring your trust workflow into one automated system.
See how the portal reduces email, standardizes distributions, and organizes annual reviews and tax season — while keeping fiduciary control with your officers.