TrustManaged is purpose-built accounting for family trusts — track each member's capital and their drift from the agreed split, run profit & loss, manage investments and property, and keep an audit-ready trail of every correction. One trust or a hundred.
Net worth, each member's share, profit & loss, and investments — all in one clean dashboard.
Not a generic ledger bolted onto a trust — every feature is designed around members, shares, and fiduciary clarity.
See each member's capital balance and how their effective share has drifted from the initial split — contributions and draws stay under the right person, always.
Real P&L by account and period, with gains, expenses, and income that tie out to the penny against your source books.
Track real estate, investment accounts, vehicles, and other assets with their costs and book value — grouped and totaled at a glance.
Fix mistakes without touching the source. Every correction is a separate, traceable entry — so the original books and the corrected view are both always available.
Manage a single family trust or an entire portfolio of trusts — each isolated, each with its own members, accounts, and reporting.
Bring your existing books in cleanly — accounts, transactions, and balances reconciled and verified against your trial balance.
We bring in your existing trust books and reconcile them to the penny against your trial balance.
Members, sub-trusts, ownership splits, properties, and investments are mapped to a clean structure.
Run reports, track each member's share, post transactions, and keep everything audit-ready going forward.
Prices below are illustrative — final pricing set with you.
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