The Blueprints of
Digital Trusteeship.
An API-first, SOC 2 Type 2 certified architecture engineered for multi-generational wealth, alternative asset administration, and automated regulatory compliance.
STATUS: OPERATIONAL
The Legacy Liability
Siloed Data is Operational Risk.
Most wealth-tech is built on fragile integrations and manual data entry. For the C-Suite, this creates three critical vulnerabilities.
Compliance Drift
Rules that exist only in employee handbooks, not in the code. A silent ticking time bomb for fiduciary breach.
Audit Fragility
Manually reconciled spreadsheets that cannot survive a rigorous IRS or SEC audit. Data without lineage is liability.
Security Gaps
Fragmented logins and unencrypted document sharing. The 'email attachment' is the weakest link in your defense.
Core Infrastructure
Built on Battle-Tested Fiduciary Logic.
The Guardian Engine
MODULE: COMPLIANCE
A multi-source "bucket" system that maintains strict segregation for tax treatment. Automatically monitors regulatory thresholds to prevent inadvertent breaches.
- ›Segregated Logic: Pre-Tax, Roth, After-Tax silos.
- ›Auto-Monitor: $250k threshold alerts for Form 5500-EZ.
The Lion Engine
MODULE: ASSETS
Specialized workflows for alternative and illiquid assets. Engineered to handle the complexity that generic wealth platforms ignore.
- ›Real-time Flagging: "Prohibited Transactions" checks.
- ›Entity Logic: "Disqualified Persons" relationship mapping.
Single Pane of Glass
One Ledger. Total Transparency.
Master Asset Ledger
A proprietary, immutable, double-entry accounting system that serves as the single source of truth for stocks, real estate, private equity, and crypto.
3-Way Reconciliation
Real-time algorithmic verification between external bank statements (Plaid), internal ledgers, and beneficiary sub-ledgers.
State Rules Engine
A dynamic backend service that adapts document templates and execution requirements based on the trust's chosen situs (NV, SD, DE).
| Process | The Manual Way | The Solomon Way |
|---|---|---|
| Reconciliation | Quarterly manual spreadsheet exports & VLOOKUPs. | Daily automated 3-way sync via Plaid API. |
| Trustee Fees | Manual checks, forgotten invoices, potential conflicts. | Smart-contract style programmatic payouts. |
| K-1 Distribution | Snail mail or insecure email attachments. | Secure Vault upload with notification push. |
| Audit Trail | Fragmented emails and messy paper trails. | Immutable, timestamped action logs. |
Treasury & API-First
Execute, Don't Just Record.
Solomon is a Payments-as-a-Service powerhouse, moving money as easily as it tracks it.
- Account Aggregation.
- Plaid integration for instant asset inventory and ongoing data sync.
- Payment Orchestration.
- Integrated Stripe Connect for secure ACH/Wire distributions and automated Trustee fee calculations.
- API-First Integration.
- Fully exposed REST APIs to connect Solomon directly with your existing CRM and wealth management tools.
const solomon = require('@solomon/sdk');
// Initialize Distribution
await solomon.treasury.distribute({
trustId: "tr_89234jsd",
amount: 5000000, // $50k
currency: "usd",
beneficiaries: ["ben_01", "ben_02"],
method: "ach_same_day"
});
// > Distribution Scheduled
// > Compliance Check: PASSED
// > Ledger Updated: TX_99283User Experience
Tailored Experiences for Every Stakeholder.
The Grantor Experience
Guided 'Funding Wizard' and goal-based onboarding for mass market adoption.
The Trustee Cockpit
Professional-grade tools for asset management and one-click court-formatted reporting.
The Beneficiary Portal
Secure transparency that respects 'Quiet Trust' provisions with auditable messaging.
Security First
Fiduciary-Grade Security. No Compromises.
Verifiable Assurance.
We don't just "take security seriously" – we prove it. Our mature security posture is independently audited and verified annually.
- Automated Regulatory Reporting: Systematic generation of IRS Form 1041 (Trusts), 5500-EZ (401k), and 1099-R (Distributions).
- Encrypted Document Vault: Secure, role-based access for all legal and financial instruments.
See the Architecture in Action.
Ready to see how Solomon can scale your operational capacity? Schedule a technical demo with our product team to explore the backend of the Digital Family Office.