Private AI for fiduciaries.

Keep instructions, transactions and authority together

Match requests to recorded authority, detect unusual transactions and track administrative obligations.

Inputs: Authorised trust instruments, transaction records, instructions and administration calendars.

From observation to completed task

Create review tasks and prepare correspondence with supporting references.

Prepare an authorised decision-support document brief

The supporting records include governing documents, approved reports and beneficiary instructions.

The fiduciary retains judgement and verifies duties.

The systems involved

Trust-accounting and document-system access with segregated duties.

SOS AI configures the local models and tool permissions for this workflow. Actions in business software follow the authority you approve; uncertain cases and actions outside those limits go to the responsible person.

What a useful result must get right

Fiduciaries determine duties and approve distributions; measure missing authority and false transaction flags.