The Future of Trust Administration Technology

ProE is a cloud-based software company that provides customer relationship management services accompanied by a suite of desktop and hardware support services tailor-made for trustees and professional fiduciary.

Schedule a Live Demo

The Future of Trust Administration Technology

ProE is a cloud-based software company that provides customer relationship management services accompanied by a suite of desktop and hardware support services tailor-made for trustees and professional fiduciary.

Schedule a Live Demo

DASHBOARD & REPORTING SOFTWARE

A single source of truth for all your client data including real-time balance, transaction history, and distribution guidelines.

Featuring:

  • Easy-to-Navigate Dashboard
  • Real-time Customer Service Data
  • Intuitive Search Features
Request a Demo

DOCUMENT STORAGE AND WORKFLOW

Safely store, assign, and organize client requests and documents in a central and secure storage space complete with assignment queues and custom workflows.

Featuring:

  • Automated Text/Email Client Notifications
  • Workflows To Manage and Segregate Duties
  • Hipaa Compliant Document Storage
Request a Demo

TIME MANAGEMENT & TIME TRACKER

Manage client engagement hours with a service-centric dashboard complete with automated timekeeping, receipt tracking, invoicing, and admin approvals.

Featuring:

  • Fully Integrated Mobile Experience
  • Case and Client Assignments
  • Time Management & Expense Tracker
Request a Demo

CRM & PIPELINE MANAGEMENT

Build, manage, and streamline your pipeline of new business opportunities by collecting new client and new referral source information.

Featuring:

  •  Set and Monitor Tasks and Assignments
  • Client Progress Bar with Document Validations
  • Time Management & Expense Tracker
Request a Demo

DASHBOARD & REPORTING SOFTWARE

A single source of truth for all your client data including real-time balance, transaction history, and distribution guidelines.

Featuring:

  • Easy-to-Navigate Dashboard
  • Real-time Customer Service Data
  • Intuitive Search Features
Request a Demo

DOCUMENT STORAGE AND WORKFLOW

Safely store, assign, and organize client requests and documents in a central and secure storage space complete with assignment queues and custom workflows.

Featuring:

  • Automated Text/Email Client Notifications
  • Workflows To Manage and Segregate Duties
  • Hipaa Compliant Document Storage
Request a Demo

TIME MANAGEMENT & TIME TRACKER

Manage client engagement hours with a service-centric dashboard complete with automated timekeeping, receipt tracking, invoicing, and admin approvals.

Featuring:

  • Fully Integrated Mobile Experience
  • Case and Client Assignments
  • Time Management & Expense Tracker
Request a Demo

CRM & PIPELINE MANAGEMENT

Build, manage, and streamline your pipeline of new business opportunities by collecting new client and new referral source information.

Featuring:

  •  Set and Monitor Tasks and Assignments
  • Client Progress Bar with Document Validations
  • Time Management & Expense Tracker
Request a Demo

Contact us

Contact us