Exam Preparation
Trust Exam Preparation
Trust examinations evaluate your fiduciary practices, account administration, and investment management. Canarie helps you maintain evidence of compliant trust operations throughout the examination cycle.
Examining Agencies
Examination Frequency
Annual or every 18 months
The Exam Preparation Challenge
Most institutions spend weeks preparing for examinations, scrambling to collect evidence, chasing attestations, and piecing together documentation. With Canarie, evidence is captured automatically as compliance work is completed, transforming exam prep from weeks to days.
Preparation Steps
Evidence Examiners Expect
Canarie automatically captures this evidence as your team completes compliance work. No last-minute scrambling.
How Canarie Transforms Exam Preparation
Continuous Evidence Capture
Evidence is captured automatically as compliance work is completed. No manual collection needed.
Examiner-Ready Packages
Export organized evidence packages in formats examiners expect, organized by requirement.
Weeks to Days
Reduce exam prep time by 70-80% by eliminating manual evidence collection and organization.
Frequently Asked Questions
Transform Your Trust Exam Preparation
See how leading institutions prepare for examinations in days, not weeks.