Trust & Wealth Management Solutions
No trust center linked in FedRAMP's data as of Nov 2, 2026. TrustBox builds and hosts trust centers for FedRAMP providers. Get started
FedRAMP Marketplace listing · Provider website · JSON
A browser-based, highly secure, integrated, real-time trust accounting and wealth management platform offered in a multi-currency Software as a Service (SaaS) environment.
Facts
- FedRAMP ID
- FR1821933307
- Status
- FedRAMP Authorized
- Impact level
- Moderate
- Authorization path
- Agency
- Authorized
- Apr 23, 2019
- Service model
- SaaS
- Deployment
- Government Community Cloud
- Assessor
- Schellman Compliance, LLC
- Initial authorizing agency
- Bureau of Trust Funds Administration
- Small business
- Yes
CR26 trust center
- Package
- FedRAMP Rev5
- Trust center
- Not listed
- Next ongoing report
- Not stated
- Schema check
- Passes FedRAMP's schema
Gaps found
- No UEI number; include it if you have one CDS-CSO-PUB
- No business category listed CDS-CSO-PUB
- No trust center link; CR26 requires one with access instructions CDS-CSO-UTC
- No link to secure configuration guidance SCG-CSO-RSC
- No next Ongoing Certification Report date CDS-CSO-PUB
- No service list; CR26 requires the services in scope CDS-CSO-SVC
- No documentation overview (repositories) listed CDS-CSO-PUB
Built on
Agencies with an ATO 1
Status history
- Apr 23, 2019 FedRAMP Certified Rev5
- Jan 24, 2019 FedRAMP In Process Rev5
- Jun 13, 2018 Agency Authorization In Process Rev5