Trust administration software for modern trustees
Administer trusts, foundations, and the beneficiaries behind them with clarity — every structure connected, every duty tracked, every record audit-ready.
AdminSphere helps trust companies and private-wealth teams hold complex family structures together. Trusts, foundations, underlying entities, and beneficiaries live in one connected system, with KYC, screening, meetings, and resolutions managed as tracked, auditable workflows.
Complex structures deserve more than spreadsheets
Structures live in people's heads
Trusts, foundations, and underlying entities mapped in spreadsheets and institutional memory rather than a connected system.
Beneficiary and KYC data drifts
Individual-level KYC, PEP screening, and beneficiary registers maintained manually and rarely current.
Governance is ad hoc
Trustee meetings, resolutions, and minutes scattered across inboxes and shared drives.
Reviews are reactive
Periodic risk reviews happen when someone remembers, not when a client's risk actually changes.
Built for the way trustees actually work
Trust & foundation administration
Administer trusts and foundations with their underlying entities in one connected structure.
Beneficiary register management
Maintain beneficiary registers and relationships, always current and tied to the structure.
Individual KYC with PEP screening
Person-level due diligence with sanctions, PEP, and adverse-media screening and HIT handling.
Entity-chain visualization
See the whole family structure — trusts, entities, and beneficiaries — and how they connect.
Trustee governance
Trustee meetings, resolutions, and minutes managed in one place and always audit-ready.
Risk that updates itself
FATF-aligned risk scoring recalculates automatically when key data changes.
Trust administration software FAQ
Can it manage foundations as well as trusts?
Yes. AdminSphere administers trusts and foundations alongside their underlying entities and beneficiaries in one connected structure.
How does it handle beneficiary due diligence?
It supports individual-level KYC with sanctions, PEP, and adverse-media screening, and automatically recalculates risk when a client's circumstances change.
Is our clients' data secure?
Client and beneficiary data is protected by field-level security and purpose-built permission sets, with every change logged for a full audit trail.
Do I need Salesforce already?
You need a Salesforce Enterprise Edition (or higher) org. AdminSphere installs as a managed package — no custom development required to get started.
See AdminSphere for trust administration
Book a demo and we'll show you how trusts, foundations, beneficiaries, and governance come together on one platform.
Request a Demo