Fulcrum CRM
The tailor-made platform for Liechtenstein trust companies — mandate management, compliance and AI assistance in one solution.
Mandates, compliance, documents, communication — instead of many separate solutions, Fulcrum bundles everything in one platform.
Six core modules covering your daily trust company work — from mandate onboarding to compliance reviews.
All legal forms, beneficial owners, board composition, contracts and complete history — fully linked and instantly searchable.
CRS 3.0, DDA workflows, CRS/FATCA reports, sanctions and PEP screening. Automatic checks on every data change — no deadline missed.
Gives your team an intelligent assistant: finds mandates, recognizes documents, drafts emails and answers questions — in natural language.
Documents are automatically recognized, categorized and assigned to the correct mandate — passports, trade register extracts, invoices, contracts, proof of address.
Create invoices, track payments, log time entries — directly linked to mandates, without media breaks.
Your clients submit payout requests, exchange documents securely and communicate directly — with two-factor authentication.
A typical workflow — from incoming document to completed task.
Via email, upload or client portal — the document automatically lands in the system.
Eve identifies the document type, extracts data and assigns it to the correct mandate.
Automatic checks run: Is the document valid? Are screening records up to date?
Tasks are created, the responsible team member sees everything in their dashboard.
What Fulcrum means for your trust company.
Four reasons that make the difference.
Not a generic CRM with customizations — built from the ground up for your industry. Natively understands mandates, foundations, DDA compliance and Liechtenstein law.
Everything runs in your own infrastructure — including AI and document recognition. No sensitive data leaves your premises.
Eve is not a gimmick: she knows your mandates, recognizes documents automatically, drafts emails and supports daily work — as simple as asking a question.
Modular architecture, open interfaces. New requirements can be implemented cleanly — and the source code is yours, no vendor lock-in.
The CRM that speaks your language. See for yourself in a personal demo.
Built for Liechtenstein Trust Companies