From intake to authorized outcome in under two minutes.
Arbor turns trust administration into a fast, fully-recorded flow — every distribution checked rule-by-rule against the instrument, every decision auditable years later.
The problem
Trust administration is judgement-heavy, slow, and exposed.
Every distribution has to be checked against the trust instrument by hand. Abuse patterns hide in the cadence of requests, where no one is watching. And every decision has to survive a compliance review years after the trustee has forgotten the detail. It's high-stakes work running on email, spreadsheets and memory.
What we built
The decision surface, modernized.
Arbor scores each distribution request with a confidence number, evaluates it rule-by-rule against the trust instrument, writes a plain-English rationale, and surfaces similar past decisions before the trustee acts. Per-beneficiary analytics flag abnormal request cadence — the pattern recognition for beneficiary abuse that no human reliably catches. A hash-linked audit log records every actor, AI or human, and exports a full compliance pack on demand. Every deployment is a single-tenant fork, branded for the firm that owns it.
Live demo
Use it right here.
Interactive demo running on sample data — a shared sandbox, not real client information. Click around; nothing here is real.
What's inside
Built to do the work.
AI decision surface
Each request scored with a confidence number, a rule-by-rule evaluation, a plain-English rationale, and a similar-decisions analysis.
Daily work surface
A trustee's morning view — the open-request queue, KPI strip, activity feed and velocity chart.
Per-trust profiles
Principal, YTD distributions, multi-year history, the trust instrument extract, and the active rules in force.
Beneficiary pattern analytics
A cadence heatmap, velocity flags and AI abuse signals per beneficiary, with suggested actions.
Compliance audit log
A hash-linked event stream with confidence, actor and override tracking — exportable as a compliance pack.
Single-tenant per firm
Every deployment is a branded fork; the firm's name sits on the console, not ours.
Want one like Arbor for your business?
Every one of these started as a conversation about a single painful workflow. Tell us yours and we'll show you the same system running on your business.