Pay out money that isn't yours,with nothing left to chance.
Segregated custody, verified beneficiaries, every payout method and fiduciary controls on every dollar, so you can distribute third-party funds and close the fund with a record that stands up to scrutiny.
Whatever structure holds the money (a QSF, an IOLTA or client trust account, or another trust arrangement), each fund sits in its own segregated account, with ownership preserved and reporting kept clean.
Dedicated account per fund. No commingling across matters or clients.
Built for your account structure. QSFs (468B), IOLTA and client trust accounts, and other fiduciary trust structures.
Dedicated account per fund. No commingling across matters or clients.
BENEFICIARY VERIFICATION
Know exactly who you're paying
Verify every beneficiary before a dollar moves, and keep beneficiary records organised as the distribution runs.
KYC and OFAC screening built into onboarding.
W-9 collection for tax reporting.
Fraud checks and logged verification decisions
Flexible beneficiary management. Organise, segment and act on records with custom tags.
PAYOUTS
Beneficiaries choose how they get paid
A secure link by SMS or email. No account to create. The beneficiary picks the method that works for them.
TAKE-UP AND REISSUES
More dollars reach the people they belong to
Fewer stranded funds and less manual chasing, with a documented record of reasonable efforts.
Smart reminders by email and SMS until beneficiaries redeem.
Exception handling for failed and returned payments.
One click reissues to a new method or beneficiary detail.
Live take-up rates by fund, segment and method.
FIDUCIARY CONTROLS
No payment leaves without the right authorisation
Controls that match how fiduciaries actually work, applied to every step of the distribution.
Configurable approval workflows and sign offs before funds move.
Role based permissions for administrators, counsel and staff.
Policy enforcement built into every payment.
End-to-end verifiability. Every action logged and attributable.
Shared visibility for every stakeholder. Administrators, counsel, trustees and other parties see the same distribution status, approvals and audit trail as it happens, each with the access their role allows.
ACCOUNTING AND REPORTING
Balances that reconcile at any moment
A real- time distribution ledger records every movement of funds, from first deposit to closing the fund.
Real-time distribution ledger with continuous reconciliation.
Trust and post distribution accounting.
Full visibility. Administrators, counsel and stakeholders see the same status as it happens.
Court and tax reporting to close the fund with confidence.
INTEGRATIONS
Fits the tools you already run
Plugs into both ends of the workflow
Pull beneficiary and settlement data in from your CRM or case management system, and push reconciled payouts out to your accounting tools. One record from intake to ledger.
API
Create funds, beneficiaries and payouts programmatically.
.svg)
.svg)
.png)
.png)
.png)
.png)
.png)
.png)
