Fiduciary reasoning that works beside your team

Decisions you can defend. Knowledge that compounds.

r.Team reads your trust accounts, flags what needs attention with the reasons cited, and records every decision your officers make.

Built for trust administrators, operators, compliance teams, and investment advisors.

Trust professionals seated around a shared Reasoning Engine — preparing, explaining, and proposing while they decide.

Connect. Discover. Approve. Act.

r.Team does not replace your core systems. The Bridge is one doorway to the systems you already run.

Nothing happens until a person approves.

Four-step Bridge flow: Connect to existing systems, Discover exceptions, Approve on a named operator's device, then Act only on recorded approval.
  1. 01

    Connect

    One doorway to trust accounting, custodians, CRM, and reporting. Reads without rewriting the core.

  2. 02

    Discover

    Surface exceptions, outages, and missing data — with citations — before they reach a client or examiner.

  3. 03

    Approve

    A named operator reviews, questions, corrects, or approves. From anywhere.

  4. 04

    Act

    Only the approved action crosses. The event is hashed into the permanent record.

Learn more

Discovery agents continuously review reports and operational data through the Bridge, surface outages and exceptions, and route every proposed action to the operator for approval on the mobile app. Every access is inspected and logged. What was approved is what occurs.

Every fiduciary judgment is captured.

Every decision is written to a hash-chained record.

That record is a tamper-evident log of every decision — something an examiner can check later, without relying on anyone's memory.

  • Hash-chained record for examiners
  • The human decision and the engine's proposal stay distinct
Hash-chained blocks folding into a Merkle tree — each fiduciary event linked, then gathered into a single published fingerprint.
Each decision is linked to the one before it. Change an earlier entry and the break is visible.
Learn more
  • Every fiduciary event is written to that account’s chain and hashed. Change an earlier entry and the break is visible.
  • On a schedule, hashes are folded into a Merkle tree. Only a 32-byte root — a fingerprint — is published to a neutral public ledger.
  • No client names, account numbers, positions, instruments, or rationales leave the firm boundary. The public record cannot be reversed into a client file.
  • Years later, reconstruction is arithmetic: re-hash the internal record, walk the inclusion proof, arrive at the published root. The proof had to be running before the question was asked.
  • The record had to be running first.
  • The human decision is part of the record. The engine’s proposal is part of the record. They are distinct.

Five services. Each one stops for a person.

Keep

A private model for the families you serve.

Keep →

rAgent

rAgents gather the scattered facts, prepare the file, cite the source, and stop.

rAgent →

Inside Guard

The wall stops strangers. Inside Guard watches after someone is let in.

Inside Guard →

Headless

Trust accounting you own. Your data. Your rules. No vendor in between.

Headless →

Get started

Request a demo of the Reasoning Engine, the Bridge, and the Record — or start a conversation.

A named officer decides, and every decision is recorded.