ProTrustee, Inc.

ProTrustee is a provider of trust administration and accounting software located in Mount Pleasant, SC. The platform is designed for fiduciary teams and includes purpose-built trust administration, accounting, compliance, and workflow automation tools. The system integrates data from over 1,600 custodians and institutions and offers modules for general ledger, compliance, document analysis, and client reporting. The software includes AI tools that analyze documents and notes to provide guidance grounded in the user's actual data. Features include auto-generated trust summaries and the ability to ask questions about data or workflow in plain language. The platform also supports configurable workflows, recurring tasks, and secure storage for official records. The company was founded by Brandon, a former trust officer at U.S. Trust and Truist Wealth who holds ATFA, CFP, and CAIA designations, and Will, a technology leader with over 25 years of experience. ProTrustee is backed by Meeting Street Capital. The team is based in Mount Pleasant, SC.

BizScoreAI gives ProTrustee a Content score of 100 out of 100, which means the website carries substantial and relevant content that search engines reward with better visibility. The platform also receives a Content Quality score of 75 out of 100, ensuring the site answers customer questions and describes its pages clearly so AI assistants can quote the content directly.

Services:

• Audit-Ready Compliance
• Multi-Custodial Accounting
• Tailored Workflows