Oversight Services.
Continuous, human-authorized oversight of Trust Assets and Advisor Assets. The duty stays first.
Oversight →Home / Services
ConsultancyTrust Platform Consultancy.
Thirty years inside trust platforms, on your side of the table. We help trust companies and RIAs choose, migrate, govern, and prove their platforms — and we build the agent-governed operating model to run on them.
The r.Team platform overlays the systems you already run. Conversion — including the Parallel-Run Independence Playbook — is a consulting engagement for firms that have decided to leave a vendor.
Platform strategy and selection.
Independent evaluation of trust accounting, custody, and adjacent platforms. No vendor relationships, no referral fees.
Migration and conversion leadership.
End-to-end conversion methodology including the Parallel-Run Independence Playbook.
Playbook →Vendor Review & Due Diligence
Independent evaluation of the technology vendors your firm depends on.
Read more →Cyber Security Review
Practical assessment of authentication, access, encryption, and incident readiness.
Read more →Technical Due Diligence & Code Security Review
Architecture, maintainability, vulnerabilities, and hidden operational risk.
Read more →Compliance & Expert Advisory
Advisory grounded in decades of trust accounting operations.
Read more →License Compliance & Security Auditing
Audit of software licensing, open-source composition, and dependency risk.
Read more →Data Privacy & Client Protection Controls
How client PII and account data flow through systems and vendors.
Read more →r.Team takes no vendor commissions or referral fees. Our only client is you — and the fiduciary standard your clients deserve.