Sovrion brings institutional-grade security and seamless collaboration to trust and estate administration. Built for family offices, fiduciaries, and wealth advisors who demand excellence.
256-bit AES encryption at rest and in transit
Granular permissions for every stakeholder
Every action logged and timestamped
From document management to distribution workflows, Sovrion provides a complete toolkit for modern trust administration.
Securely store, organize, and share trust documents with version control and automatic categorization. Never lose track of critical paperwork.
Streamline beneficiary distributions with approval workflows, compliance checks, and automated notifications to all stakeholders.
Dedicated portals for trustees, beneficiaries, and advisors. Each role sees exactly what they need with appropriate permissions.
Support for trusts across multiple jurisdictions including Cayman, BVI, Jersey, Singapore, and more. Built-in compliance frameworks.
Collect legally binding signatures from trust parties anywhere in the world. Integrated with leading e-signature providers.
Automate complex trust administration tasks with customizable workflows. Track progress, set dependencies, and never miss a deadline.
Set up your account, invite your team, and configure your organization's branding and preferences.
Import existing trusts or create new ones. Add beneficiaries, trustees, and other parties with appropriate roles.
Share documents, process distributions, and communicate with stakeholders - all in one secure platform.
Your clients' data deserves the highest level of protection. Sovrion employs the same security standards used by leading financial institutions.
All data encrypted in transit and at rest using AES-256
Choose where your data is stored geographically
Complete activity history with tamper-proof logs
Redundant infrastructure with automatic failover
Join leading fiduciaries who trust Sovrion to manage their most important relationships.
Start Your Free TrialNo credit card required. 14-day free trial.