Smart Trustee Platform with Intelligent AI
Smart management of trust records, files and parties. AI document drafting and trust setup.
Powered by Onto AI
- Atlas AI assistant
- Tamper-evident audit trail
- One graph per firm
AI trust intake
From signed documents to a draft trust.
AI reads the trust pack page by page and drafts the trust and its parties, each value linked to its source page.
Trust deed.pdf01
Letter of wishes.docx02
Passport scan.jpg03
Register of members.pdf04
Draft trustNeeds review
- Trust name
- Trust A deed p.1
- Settlor
- Person A deed p.2
- Governing law
- Hong Kong deed p.14
- Beneficiaries
- 3 people wishes p.1
- Upload the packDeeds, letters of wishes, IDs and registers. PDF, Word, scans or photos; up to 50 files.
- AI reads every pageEach value carries its source page. Conflicts between documents are flagged.
- Confirm and createParties match by passport or registration number. Confirm to create the trust.
Atlas · AI assistant
An AI assistant that knows your whole book.
Atlas reads every trust, party, ledger and report, and answers in plain words with the source behind each answer.
- Answers across the bookClear answers on any trust, with sources.
- Drafts from documentsTurns signed documents into draft trusts.
- Finds hidden linksSpots owners and parties shared across trusts.
- Built for regulated workRole-based access, every call logged and metered.
AtlasSources cited
Summarise Trust A for the quarterly review.
Trust A · holdingsFee invoices · 2026
Trust A holds USD 12.6M across four asset classes. Fee income is up 18% on 2025.[1][2]
- Listed securities46%
- Real estate28%
- Private companies16%
- Insurance policies10%
180Q1
215Q2
242Q3
[1] Trust A · holdings[2] Fee invoices, 2026
Audit & control
Controls you can show an auditor.
What the product does today, including its limits.
Tamper-evident audit trail
An append-only log chained with SHA-256. Verify it yourself: altered, removed or inserted entries show.
Customised workflows
Build approval workflows that fit your firm: the steps, and who signs each one, for trust settlement, distributions and payouts.
Benefits
What changes for your firm.
Less manual work, fewer errors, more revenue, a better client experience.
Lower staff cost
AI-powered trust management that cuts repeated manual work.
AI trust intakeBank statements
Higher accuracy
Every figure computed by the system and traceable to its source, avoiding human error.
Source linksOne party register
More revenue
Smart reminders and risk control, with a dashboard to analyse profit.
Smart remindersRisk controlProfit dashboard
Better client experience
Faster, accurate reports and quicker replies to clients.
Partner portalSealed reportsAtlas
Users & regions
50+
users already run their trust work on TrustX.
Built in Hong Kong and Singapore. Serving trust firms worldwide.
Hong Kong
LiveTrust companies and TCSP licensees. English or Traditional Chinese.
Singapore
LiveLicensed trust companies. Books in SGD, USD and more.
Worldwide
AvailableOther jurisdictions: SaaS, Independent Cloud or On-Premise.
Hong KongSingapore
Built with practitioners
Built and run with licensed trust companies.
Designed with licensed trust companies. Their officers shape the workflows and use them on live trusts.
- From daily trust workOnboarding, distributions, fees and reports, the way officers already work.
- Used on live trustsEvery release runs in daily administration; feedback shapes the next.
- Controls stated plainlyApprovals, permissions and audit trail, limits included.
Editions
An edition for every firm.
From a fast start on shared cloud to your own infrastructure. Same TrustX platform in every edition.
Get started
Boost your trust business. Try TrustX now.
- Hong Kong · Singapore · worldwide
- Built with licensed trust companies