Fiduciary mandates in one clear order: every mandate has its own period, every period runs through the same five steps, and the overview shows at any moment which mandate is where. Your package decides how many mandates you may hold at the same time.
Fiduciary work is repetitive by design. The same steps happen for every mandate, in the same order, several times a year. That is what makes it scalable — and it is also why it goes wrong quietly, because a mandate that has skipped a step looks exactly like one that has not.
What is usually missing is not diligence but a shared picture. Each person knows the mandates they handle, nobody sees all of them at once, and the first sign of a problem is a client asking about something that should have been done in March.
The trust module makes the order explicit. One period per mandate, five defined steps, and a status that says where each mandate stands. That is enough to see a backlog forming instead of discovering it afterwards.
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Every mandate carries its own period with its own status, so the work of one client cannot hide behind the work of another. The period is the unit everything else hangs on: documents, notes, figures and completion.
Each period runs through the same five defined steps. That is what makes the overview readable at a glance, what makes cover during a holiday realistic, and what turns a new colleague into a productive one in days rather than months.
Documents, notes and figures belong to the client and remain there across periods. A question about last year is answered by opening the mandate, not by asking the person who happened to handle it.
Packages cover 50, 100 or 200 mandates at the same time, and a mandate beyond your limit can be added for a fee. Growth is a known, priced step rather than a surprise in the middle of a season.
Firms that handle many mandates usually try to get faster. The larger gain is almost always in doing the same thing the same way, because that is what makes the work comparable.
When every mandate follows the same five steps, a list of mandates becomes a list of positions. You can see that eleven are waiting at step two and that this is unusual for the time of year, which is a management fact rather than an impression.
It also changes what a mistake costs. In an unstructured process a missed step is discovered by a client; in a structured one it is visible as a mandate sitting at the wrong position for too long.
The client mandate gets its own file and its first period.
Each period follows the same five steps, with a status that is visible to everybody who is allowed to see it.
The finished period is closed and stays available as history for the next one.
A fiduciary holds data for clients who must not see each other. That is not a preference but the core obligation of the work, and it has to be true in the software rather than in the way people use it.
Each mandate is its own file with its own documents, figures and history, and access is granted per person. Somebody who covers three mandates during a holiday sees three mandates.
The same applies to the people connected to a mandate. A client reaches their own mandate through their free personal account and sees nothing else, which is what makes it safe to give clients direct access at all.
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Depending on your package, 50, 100 or 200 at the same time. Mandates beyond that limit can be added for a fee.
Each period runs through the same five defined stages, so every mandate can be compared with every other one and the overview stays readable.
Yes. The overview shows every mandate with its current position, which is what makes a backlog visible while there is still time to react.
A connected client reaches their own mandate through their free personal account and sees nothing belonging to anyone else.
The period is closed and remains available as history. The next period starts from the same mandate, with the documents and notes already in place.
It is built for fiduciary and administration work with recurring client periods. Tax practices have their own module with client files and deadlines instead.
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