Services
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.
Continuous, human-authorized oversight of Trust Assets and Advisor Assets. Investment advisers and trust professionals have an obligation to place their clients' needs ahead of their own. Agents with memory and skills keep the particular client in the loop — so the appointed professional can cover the book with cited work, and the duty stays first.
Learn more →Independent evaluation of trust accounting, custody, and adjacent platforms against your book, your fee model, and your examiners' expectations. No vendor relationships, no referral fees.
End-to-end conversion methodology for firms that have decided to leave a vendor, including the Parallel-Run Independence Playbook: we prove the new platform against the old one on live data before anything is cut over. This is a consulting engagement. It is not the r.Team platform overlay, which sits beside your core systems and does not replace them.
Design of the Interpretation Governance policies, review tiers, and Action Catalog your firm will run agents under — whether or not you run them on r.Team.
Reconciliation of fee schedules to governing documents across the book, with findings that stand up in an exam.
Independent evaluation of the technology vendors your firm depends on — stability, security posture, data handling, contract risk, and exit strategy.
Learn more →Practical assessment of authentication, access, encryption, integration exposure, and incident readiness — in language executives and examiners can act on.
Learn more →Architecture, maintainability, vulnerabilities, and hidden operational risk — for acquisitions, platform migrations, and board-level assurance.
Learn more →Advisory grounded in decades of trust accounting operations, aligning technology decisions with regulatory expectations and fiduciary duty.
Learn more →Audit of software licensing, open-source composition, and dependency risk before they become client-impacting incidents.
Learn more →How client PII and account data flow through systems and vendors — retention, encryption, access logging, and breach-notification readiness.
Learn more →r.Team takes no vendor commissions or referral fees. Our only client is you — and the fiduciary standard your clients deserve.
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