What we do
Fiduciary administration runs on correspondence. Things arrive, someone works out what they are and who they belong to, and only then does the actual work begin. We automate everything up to that point, and leave the judgement where it belongs.
The repeating pattern
Claims, onboarding, estates and compliance look like different jobs. Operationally they are the same five steps, and the same step is expensive in all of them.
One
Something arrives
Email, document, form or instruction
Two
Who is this about?
The expensive step. Manual, unaudited, slow
Three
What kind of request is it?
Classification and SLA priority
Four
Who should handle it?
Specialisation and current workload
Five
A person approves
Always. The system recommends only
The dashed step is where we start. The solid step on the right never gets automated away.
Where we apply it
We measure each one separately before committing to it. A process that looks similar is not automatically worth the same.
Where we started
Correspondence arriving into a shared mailbox, identified, classified, prioritised against SLA and routed to the right administrator, with a record of every recommendation and decision. This is the process AIaaP runs today, and where our own finding came from.
First touch classification and triage. Getting a claim to the right assessor with the right priority, and catching duplicates before two people work the same file.
Document intake, extraction and verification at the point a new member joins, where missing information creates rework weeks later.
Long running matters with documents arriving over months. Matching each new item to the right matter is the same identification problem in a different form.
The audit trail our workflow produces is evidence for regulatory record keeping as a by-product of doing the work, rather than a separate reporting exercise.
Tracking relationships that change over time, where the records are sensitive and the parties involved are often minors.
Our platforms
Most automation tools give you speed and leave you to argue about the audit trail afterwards. We built the record into the work, because in fiduciary services the evidence is not paperwork about the job. It is part of the job.
Working. Running today
Agentic AI as a Platform
AIaaP runs the administrative work in wills, trusts and estate administration. Not a single task at a time. It carries a whole multi step process from the moment something arrives to the moment it is ready for a person to approve.
The difference between this and the robotic automation most institutions already own is judgement. Rule based automation stops the moment reality does not match the rule, which in estate work is most of the time. AIaaP reads what actually arrived, works out what it is and who it concerns, and decides what should happen next inside limits you set.
What it does
In build for commercial release
Blockchain as a service, built for fiduciary work
Fiducio is the record layer. It holds an audit trail that cannot be quietly edited after the fact, cryptographic proof that a document is the one that was signed, and verified digital identities for the parties to a matter.
The reason this matters is specific to fiduciary work. An estate touches attorneys, trust companies, banks, insurers, the Master's Office and the family, each on their own systems, each holding their own version of events. Today the reconciling is done by people, on trust, by email. Fiducio replaces that with one record every party can check and none can alter.
What it gives you
Why they are better together than apart
AIaaP without Fiducio is faster work with the same evidence problem you have now. Fiducio without AIaaP is a trustworthy record of a process that is still manual. Together, the audit trail is produced as a by-product of doing the work, which is the only version of compliance that does not cost you a second team to maintain.
You do not have to take both. Most first engagements are AIaaP against one process, because that is where the measurable money is.
Integration
Fiduciary administration does not run on modern platforms. It runs on systems chosen fifteen years ago that work, are heavily customised, and are not going anywhere. That is a constraint we designed for rather than complained about.
Your platform stays the system of record in every engagement. We do not ask you to migrate, replatform or trust us with the master data.
Progress OpenEdge
Common in long established fiduciary platforms
.NET
Line of business and internal tooling
Java
Enterprise back ends and integration layers
Citrix
Where the application is only reachable through a published desktop
Web, legacy and desktop
If your people can reach it, we can generally work with it. Where an API exists we use it. Where one does not, we work at the layer that is available.
Scope, honestly
Being narrow is the point. These are outside what we take on, and we would rather say so here than three meetings in.
We only build for fiduciary and financial services. If your problem is in manufacturing or retail, we are the wrong firm.
We are not a platform migration. Your system of record stays exactly where it is.
We will not build a workflow that finalises an allocation affecting a beneficiary without human approval, even if asked.