CatalystZero for trust and fiduciary
Fiduciary work is a web of entities, people, documents and duties, much of it explained only in correspondence and in the memory of the administrator who has looked after a structure for years. CatalystZero makes that web visible and keeps it that way.
- What it holdsEntities and structures; settlors, beneficiaries, directors and advisers; governing documents; decisions and distributions; filings and review dates; and the correspondence that explains why things are as they are.
- Knowledge that staysWhat an administrator knows about a structure, once captured, stays with the structure. Someone new sees the history, the reasons and the open points.
- Who sees whatAccess follows role; the record shows who saw and changed what.
- Under approvalReminders, drafts and proposals with their evidence, each approved by your people before anything leaves the firm.