Trustee plans: Essential, Professional and Institutional
What the trustee family adds, and how many mandates each plan allows.
The trustee plans are the full business workspace plus the Trust services module, for running mandates on behalf of clients.
The three plans
- Essential — 5 employees, 30 mandates, 25 GB of storage.
- Professional — 20 employees, 100 mandates, 50 GB.
- Institutional — 50 employees, 250 mandates, 100 GB.
Every plan starts with a 30-day trial. Prices are on the trustee pricing page.
What the Trust services module adds
- Overview — the state of every mandate.
- Clients — the mandates themselves.
- Periods — the recurring cycles a mandate runs in, each with its own deadlines.
- Country profiles — the rules applied per country.
Was this article helpful?
Nothing is tracked — the buttons only open a message so you can tell us what was missing.
