Financial administration for regulated trust and fiduciary firms. Workflows run themselves up to the decision, then wait for a named officer to review and sign.
Live in production at
Why CoreAdmin
CoreAdmin pairs AI-driven automation with the controls a regulated business actually needs.
Intelligent automation and AI do the heavy lifting inside a framework built for regulated financial services, so speed never comes at the cost of compliance.
Every process runs as a closed cycle: captured, evidenced and signed off, all the way through to board reporting. Nothing falls between systems.
Gated process flows keep humans in control of the decisions that matter, while autonomous data processing removes the manual steps where errors creep in.
David Hopkins
Chief Executive Officer
Fiduchi Limited
We looked at CoreAdmin because compliance is designed into every process rather than bolted onto it. The system prepares the work across a range of workflows, our people still take every decision, and every one of those decisions leaves a record we can stand behind.
Modular platform
Every CoreAdmin module works alone and works together. Start with one, switch on the rest when you're ready.
Client Onboarding
Risk-scored KYC onboarding that moves clients through identity, screening and sign-off without the paper chase.
Invoice Lifecycle
Every invoice captured, validated, approved and reconciled, with a full audit trail written by default.
Compliance Monitoring
The compliance monitoring programme, scheduled, sampled and evidenced automatically, with MLRO oversight built in.
Management Dashboards
Dashboards that reshape themselves around what management needs next, fed live from every module.
Board Meetings
Board packs, agendas and minutes assembled in hours, not weeks, with every resolution tracked to closure.
Controlled workflows
Watch a case move from capture to a named sign-off. The checks run in seconds, the decision waits for a person, and the record shows who took it.
Human in the loop
CoreAdmin keeps judgement with named people and makes every intervention visible in the workflow history.
Extracts, compares, organises and drafts the work inside defined controls.
Reviews the evidence, challenges exceptions and approves or sends the case back.
Retains the decision, approver, evidence and next action as an auditable event.
For every firm
Choose a firm type. The platform composition changes, while the underlying record of truth stays consistent.
Structured onboarding and continuous monitoring keep every client relationship current, without scaling a second administrative team.
Deep dives: Trust companies · Fund administrators · Family offices · Enterprise fiduciaries · Jersey and Channel Islands
Frequently asked
The demo is tailored to your operating model, current systems and control requirements.
Yes. CoreAdmin is modular: a firm can begin with one controlled workflow and add further modules when the operating model is ready.
A modular annual licence, priced per module and entity count, so a firm pays only for the workflows it runs. Pilot programmes with a fixed 90-day scope are available. Pricing is confirmed at proposal stage once module scope and entity volumes are known.
The timetable depends on scope, data readiness, integrations and approval requirements. Discovery establishes the target workflow, owners, evidence and rollout plan before configuration begins.
No. AI can prepare, compare and draft inside defined controls, while named people retain approval, challenge and sign-off. Those decisions are recorded in the audit trail.
The platform is designed to sit alongside existing finance, document, identity and reporting systems. Integration scope is confirmed during discovery rather than assumed.
Migration is scoped by data source, quality, ownership and retention requirement. The agreed approach can range from opening balances and active cases to a governed historical import.
Workflows retain their status changes, named actions, approvals, supporting evidence and follow-up items so management and assurance teams can reconstruct what happened.
Bring a live process to a focused 30-minute session and see where CoreAdmin can remove friction while keeping human approval visible.
