Compliance Area
High RiskTrust Compliance Execution
Trust compliance requires systematic execution of fiduciary responsibilities, account administration, and investment oversight. Canarie helps you execute trust compliance through automated workflows with complete documentation.
Monitoring Frequency
Account-level reviews on defined schedules with annual comprehensive review
Key Controls
The Execution Challenge
Trust Compliance Execution requires ongoing execution of controls, monitoring activities, and documentation. Most institutions struggle with manual tracking, scattered evidence, and last-minute exam scrambles. Controls get missed, attestations are chased, and proof of compliance is pieced together under pressure.
The Canarie Execution Layer
Canarie transforms trust compliance execution from periodic scrambles into continuous execution. Controls are scheduled, evidence is captured automatically, and proof of compliance is always ready.
Automated Scheduling
Controls and monitoring activities are scheduled and assigned automatically.
Evidence Capture
Evidence is captured as work is completed. No manual collection needed.
Always Exam-Ready
Export organized evidence packages whenever examiners arrive.
Frequently Asked Questions
Related Compliance Areas
Automate Your Trust Compliance Execution
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