Trust & Wealth Management Solutions

How to buy

Confirmed paths come from GSA and the FedRAMP record; searches are places to look.

Confirmed buying paths

• Vendor directGovernment sales page from the FedRAMP record
  Visit →

Other places to check

• AWS MarketplaceExact listing not yet verified by FedCatalog · Search listings; GovCloud (US) availability is shown on each listing
  Search AWS Marketplace →
• Azure MarketplaceExact listing not yet verified by FedCatalog · Search listings; Azure Government editions are listed separately
  Search Azure Marketplace →
• Google Cloud MarketplaceExact listing not yet verified by FedCatalog · Search listings
  Search Google Cloud Marketplace →
• Oracle Cloud MarketplaceExact listing not yet verified by FedCatalog · Browse listings
  Open Oracle Cloud Marketplace →
• GSA eLibraryExact listing not yet verified by FedCatalog · MAS contract holders that list the vendor
  Search GSA eLibrary →
• GSA AdvantageExact listing not yet verified by FedCatalog · Products and prices on GSA schedules
  Search GSA Advantage →
• NASA SEWPExact listing not yet verified by FedCatalog · Provider and contract-holder lookup
  Open NASA SEWP →

✓ verified by FedCatalog · ○ vendor-supplied and reviewed · searches are places to look, not matches. FedCatalog shows what it can verify and labels what it can’t. Sell this to government? Send exact marketplace, GSA or SEWP listings to mark@fedcatalog.com.

FedRAMP Marketplace listing ↗ · Section 508 ACR Repository ↗ · SAM.gov ↗

Government footprint

1 agency has an authorization or reuse on record for this offering.

What it does

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.

Authorization details

• Offering
  Trust & Wealth Management SolutionsFedRAMP ID FR1821933307
• Status
  FedRAMP AuthorizedAgency authorization path · authorized Apr 23, 2019
• Impact level
  ModerateLoss would have serious effect; the most common baseline
• Deployment
  Government Community CloudSaaS
• Runs on
  AWS GovCloudFrom FedRAMP leveraged-system relationships.
• Assessor (3PAO)
  Schellman Compliance, LLC
• Data as of
  Sep 12, 2026FedRAMP Marketplace, refreshed daily

An authorization belongs to this specific offering and boundary; the vendor’s other offerings are listed separately. Source: FedRAMP Marketplace · refreshed Sep 12, 2026.