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 Where Compliance 

Meets Clarity.

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

Book Your Compliance Demo

🛡️ Trusted by

1

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.

2

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.

3

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

FiduciarySync

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

Plans & Pricing

Compliant Start

$ 99.00


  •   <15 Users
  •   Core workflows + vault
  •   $99/user/mo
Order Now
Audit Scale

$ 85.00


  •  15–50 Users
  •  Audit tools + role controls
  •  $85/user/mo
Order Now
Enterprise

Custom Quote


  •  50+
  •  White-label + integrations
  •  Custom Quote
Order Now

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.

Demo

See how we tailor FiduciarySync to your structure, clients, and team.