For enterprise fiduciaries

Consistent control across entities, teams and jurisdictions

Standardise the non-negotiables, preserve local accountability, and give leadership one live view of risk, delivery and evidence across the group.

The operating reality

What CoreAdmin runs for an enterprise fiduciary

Access rights console

A tiered permission catalogue across every module: custom roles, per-user overrides, segregation-of-duties conflicts defined centrally, and an append-only log of every change. The access review becomes one screen.

Data quality

Connects to the group's administration systems, scans for data issues, and surfaces them in a review queue. Corrections write back only under four-eyes approval.

Compliance estate, standardised

The registers, risk assessments and monitoring programme run the same way in every jurisdiction, statutory-cited and append-only audited.

Group dashboards and board reporting

Leadership sees risk, delivery and evidence live, instead of waiting for a hand-built pack that is stale on arrival.

People compliance

Joiners, movers and leavers drive access changes; CPD, mandatory training and policy attestations are tracked in the same audited platform as the client work.

Audit reports

Any process, any entity, any period: filter by actor, action and date, and export for the group auditor or an inspector in minutes.

How it lands

Groups standardise one control first, commonly access rights or the compliance estate, prove it in one jurisdiction, then roll it out. CoreAdmin reads existing systems' data rather than demanding a migration, local teams keep accountability for their decisions, and the audit trail is produced as a by-product of the work.

See it against one of your own workflows

Bring a live process to a focused 30-minute session: an access review, a data quality queue or a group board pack.

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Also built for: Trust companies Fund administrators Family offices