Where Compliance
Meets Clarity.
FiduciarySync is your AI-powered operating system for audit-ready workflows,
secure client management, and wealth protection.

🛡️ Trusted by
Fiduciary firms managing $500M+
We empower institutional fiduciaries to automate compliance across complex portfolios, with AI-driven audit trails that meet SEC and state banking requirements for high-value assets.
Estate and Trust firms with multi-state operations
Our platform centralizes multi-jurisdictional compliance, automatically adapting workflows to different state probate laws and trustee requirements—eliminating manual tracking errors.
High-net-worth advisors
For advisors serving UHNW clients, we provide military-grade document security with granular access controls and real-time risk alerts on concentrated positions or unusual activity
What FiduciarySync Does
🔎
Compliance-First Workflows
✔️ AI-monitored document lifecycle
✔️ Auto-expiring access and audit trails
✔️ Role-based permissions for advisors, clerks, and legal
🤖
Secure Client Management
✔️ KYC, risk profiles, fiduciary account notes
✔️ Vaulted client files with tagging
✔️ Auto-assign fiduciary actions by status
📄
Real-Time Portfolio Monitoring
✔️ Live visibility by client, asset class, or custodian
✔️ KPI dashboards tracking risk, movement, and review gaps
🔒
Audit-Ready at All Times
✔️ AI creates audit summaries on-demand
✔️ Trackable logs for every document touch
✔️ Red-flag detection for overdue compliance tasks
Plans & Pricing
Advanced Add-Ons – Unlock More Power with LegalSync Pro
Supercharge your legal practice with marketing, analytics, and conversion tools made for modern firms.
📈 Bid Booster™
Dominate Legal Ad Markets in Real Time
- AI-optimized bidding across Google, Facebook, and legal directories
- Adjusts budgets on-the-fly for better case value returns
- Maximizes qualified lead flow without overspending
→ Best for personal injury, criminal defense, and competitive areas
💰 Profit Analyzer™
Know Exactly Where the Profits Come From
- Tracks marketing ROI by source, campaign, and case type
- Pinpoints underperforming efforts before they drain your budget
- Shows profit margins for retained vs. non-retained leads
→ Turn guesswork into data-backed decisions
📊 EVIS™ – Enhanced Visitor Intelligence System
Understand Every Click. Capture Every Lead.
- Real-time heatmaps and user behavior from your legal site
- Identifies silent bouncers and retargets them instantly
- Connects to CRM and triggers outreach when high-value intent is detected
→ Built-in legal marketing intelligence engine
💬 SmartReach™ – Mass Email, Text & WhatsApp Marketing
Bulk Messaging That Feels Personal
- Send branded updates, offers, legal guides, and more
- Segmented targeting by case status, timeline, or interests
- Seamless delivery through Email, SMS, and WhatsApp
→ Keep leads warm and clients loyal — automatically
🔁 LeadSync™ Retargeting Hub
Bring Back Every Lost Opportunity
- Re-engage dropped calls, unfinished forms, and ghosted leads
- Launchs retargeted campaigns across TikTok, Meta, Pinterest & Snapchat
- Tailored content for each platform with smart funnel stages
→ Integrated with CRM, website, and intake tracking
📣 SocialSync™ Campaign Manager
One Dashboard. Every Platform.
- Publish, schedule, and track ads across: TikTok, Meta (Facebook & Instagram), Pinterest , Snapchat
- AI suggests hashtags, visuals, and formats based on legal trends
- Automated performance reports with engagement and conversion insights
→ Law firm marketing, reimagined for the short-form video era
🎓 Staff Training Hub
Build Skills. Build Confidence.
Deliver custom video training, quizzes, and walkthroughs for onboarding, compliance, and continuous learning.
📝
Self-Evaluation & Feedback Loop
Let Staff Reflect and Improve
Employees can evaluate themselves after shifts or tasks. Managers get insight, and team members grow through feedback.
🌐
Employee Portal
Everything Your Staff Needs — All in One Place
Shift schedules, pay stubs, policies, forms, and internal communication — all accessible from their phone or desktop.
📚
Company Knowledgebase
Your SOPs. Your Playbooks. Organized and Searchable.
Store, share, and update internal documents, how-to guides, training materials, and compliance docs in one easy-to-navigate hub.