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Home

Product overview, features and pricing.

About Us

Who we are and how TrustVault Pro came about.

Contact Us

Get in touch with the team.

Help Center

Guides and answers to common questions.

Security

How we protect trust data and client records.

Compliance

Regulatory posture and reporting obligations.

Privacy Policy

What we collect and how it is used.

Cookie Policy

Cookies this site sets and why.

Terms of Service

The agreement governing use of the platform.

Accessibility Statement

Our WCAG 2.1 AA commitment.

Privacy Center

Manage your data and privacy choices.

Dashboard

Portfolio overview and activity at a glance.

Trust Portfolio

Every trust under administration.

Create Trust

Open a new trust record.

Trust Details

Full detail view for a single trust.

Edit Trust

Amend an existing trust record.

Trustee Report

Reporting pack for trustees.

Beneficiaries

Beneficiary register across trusts.

Edit Beneficiary

Update beneficiary details.

Distributions

Distribution history and status.

New Distribution

Raise a distribution request.

Distribution Approval

Review and approve pending distributions.

Assets

Asset register across the portfolio.

Asset Valuation

Valuations and revaluation history.

Pre-IPO Assets

Private and pre-IPO holdings.

QSBS Tracking

Qualified Small Business Stock positions.

Tax Planning

Tax position and planning workspace.

Cash Flow Projections

Projected inflows and outflows.

Documents

Trust deeds, statements and correspondence.

Upload Document

Add a document to a trust file.

Reports

Generated reports and exports.

Audit Log

Immutable record of activity.

Workflows

Approval chains and task routing.

Profile

Your personal details.

Settings

Account and notification preferences.

User Management

Manage users and role assignments.