Trust operations run on information that lives in too many places.
rAgents gather the scattered facts, prepare the file, cite the source, and stop. A named person on your team decides.
rAgent →Home / Services
ServicesServices for the desk, the family, the wall, and the books you own.
rAgents prepare the work. Keep answers the family. Verified messaging reaches the client. Inside Guard watches after a valid login. Headless is trust accounting you own. Consultancy remains available for firms choosing a platform.
On the platform
rAgent
Keep
Verified Client Messaging
Inside Guard
Headless
Five services. One fiduciary loop.
Each one gathers, prepares, watches, or owns the books — and stops for a named person to decide.
A private model for the families you serve.
Each Family Trust Account gets its own sealed model, offered under your name, so questions about the trust, the statements, and the family’s own documents stay inside the fiduciary boundary.
Keep →Your clients can't tell your call from a scam. Now they can.
Branded, carrier-verified messaging — delivered through Twilio over RCS — with fiduciary guardrails and every message written to the permanent record.
Verified Client Messaging →The wall stops strangers. Inside Guard watches after someone is let in.
A Cyber Fighter stationed inside the perimeter — watching credentials, privileged roles, service accounts, and vendor sessions. Complements the firm's existing perimeter security.
Inside Guard →Trust accounting you own. Your data. Your rules. No vendor in between.
The books of record live in a database you control. Your rules are a governed library. The software is built and maintained by rAgents under human approval — with every change recorded.
Headless →
Consultancy
When you are choosing a platform.
The r.Team platform overlays the systems you already run. Independent consultancy is available for firms evaluating trust accounting, custody, and adjacent platforms.
Platform strategy and selection.
Independent evaluation of trust accounting, custody, and adjacent platforms. No vendor relationships, no referral fees.
Migration leadership.
When a firm has already decided to leave a vendor, r.Team can lead the conversion as a consulting engagement — on your side of the table.
r.Team takes no vendor commissions or referral fees. Our only client is you — and the fiduciary standard your clients deserve.