ProTrustee, a cloud-native trust administration, compliance and trust accounting software provider for fiduciary professionals, today announced the launch of ProTrustee Intelligence, a new AI-powered operating model at its core, created to help trustees and fiduciary teams modernize administration and operations. Designed by a former trust officer, ProTrustee Intelligence reflects a deep understanding of the operational and compliance demands that define trust administration.
ProTrustee launches ProTrustee Intelligence AI-powered platform for trust administration with human oversight.
Initial capabilities include Document Intelligence (reads documents, recommends synoptic field entries) and Conversational Interface Chatbot.
Every AI recommendation requires human review before saving; system suggestions distinguished from manual entries.
Agentic AI capabilities planned for summer 2026 to help users manage and execute tasks across trust lifecycle.
All processing occurs within ProTrustee's secure environment; customer data not used to train public models.
Designed for trust companies, RIAs, law firms, family offices, banks, and independent fiduciaries.
“Fiduciaries should not have to choose between innovation and responsibility,” said Brandon Whittington, Founder and CEO of ProTrustee. “We built ProTrustee Intelligence to bring practical, trustworthy automation into trust administration in a way that reflects the real obligations fiduciaries operate under. The initial release helps teams analyze documents, surface relevant information and reduce manual work while laying the groundwork for more intelligent workflow support over time.”
ProTrustee is built specifically for fiduciary professionals, not adapted from generic workflows, with capabilities centered on transparency, auditability and user control across trust administration activities. All processing occurs within ProTrustee's secure environment, where customer data remains protected, is not used to train public models and is governed by the same permissioning and access controls users already rely on, ensuring every decision stays in human hands.
Initial capabilities available today include:
Document Intelligence: Reads and analyzes text from documents stored directly within ProTrustee and provides recommendations for blank synoptic fields on the account summary.
Conversational Interface (Chatbot): Provides users with a more intuitive way to search, interpret and interact with trust data and documents within the platform.
Every recommendation is subject to human review before anything is saved, helping teams move faster while maintaining oversight and control. ProTrustee Intelligence also provides clear history and markers that distinguish system-generated suggestions from manual entries, reinforcing stronger review, transparency and more defensible decision-making.
ProTrustee plans to expand ProTrustee Intelligence this summer with agentic AI capabilities intended to go beyond surfacing information and recommendations to help users manage and execute tasks across the trust lifecycle, always with appropriate oversight and user control.
Early users are already seeing improvements in productivity and consistency. “ProTrustee Intelligence is helping our team work more efficiently without compromising oversight or quality,” said Theresa Hughes, Individual Professional Delaware Trustee at Pinion. “We still make the decisions, but we are spending far less time on manual review and data entry, which allows us to focus on serving our clients and fulfilling our fiduciary responsibilities.”
“I've spent decades in and around trust organizations, and very few new technologies strike me as both genuinely useful and aligned with the realities of fiduciary work,” said Richard Trumpler of Trumpler Wealth Consulting. “ProTrustee's new Intelligence capabilities do exactly that, bringing practical innovation to trust administration without losing the oversight and judgment this work demands.”
ProTrustee provides modern, cloud-native software for trust administration, compliance and accounting, built specifically for fiduciary professionals. Founded by a domain expert and former trust officer, the platform reflects firsthand experience with the operational, compliance and reporting demands of trust administration. ProTrustee brings together intuitive workflows, automated accounting and audit-ready infrastructure to help trust companies, RIAs, professional trustees, family offices and banks operate more effectively while upholding the highest standards of fiduciary duty. With a focus on security, transparency and human oversight, ProTrustee enables teams to scale with confidence and deliver better outcomes for clients.
TechIntelPro empowers B2B technology decision-makers with the latest industry trends, deep insights, leadership perspectives and actionable intelligence to drive both organizational and professional milestones—and thrive on the tech pulse.