Foundation One
The TCSP platform that closes your month in 2 days, not 9.
The TCSP platform for wealth, trust & corporate services firms. Foundation One unifies trust accounting, company secretarial, compliance & KYC, portfolio management and financial operations into one Governed Ledger™ — so every team reports from the same numbers and your month-end close collapses from weeks to days.
Includes a sample migration analysis for your firm — no commitment required.
Governed & secure by design
0+
Modules across 17 domains
0
Regulated jurisdictions supported
0%
Uptime SLA target
0-bit
Encryption at rest & in transit
Built for wealth, trust & corporate services firms
A giant leap forward for wealth, trust & corporate services
For decades the industry has stitched together spreadsheets, legacy trust systems and point tools. Foundation One ends that — one governed platform for the entire firm. General availability begins November 1, 2026.
Time to general availability
—
Days
—
Hours
—
Minutes
—
Seconds
Clients, entities, assets, documents, compliance and filings collapse onto a single governed ledger — no reconciliation between systems, ever.
AI agents scan every entity for governance gaps, draft resolutions and keep you audit-ready across 48 regulated jurisdictions.
Cloud-native and API-first, with a privacy-first AI stack certified to the EU AI Act. Built for the next decade, not the last one.
What is fragmented tooling actually costing you?
Adjust the inputs to your firm. The numbers update live — based on conservative, transparent benchmarks, not marketing claims.
Trusts, companies, foundations & structures under administration.
Cross-checking entities across spreadsheets, legacy systems & registers.
Fully-loaded cost per hour for fiduciary ops staff. London & Jersey firms typically run $150–250/hr — set this to your real blended rate.
Assumptions (transparent)
- • Blended staff cost: $175/hr (your input, fully loaded)
- • Reconciliation effort: ~0.6hr/entity/week on legacy tooling
- • Platform targets ~70% reduction in that effort
$4,231,500
Spent each year on reconciliation & manual reporting across your firm.
Foundation One Professional at $66,000/yr pays back in 8 days for a firm like yours.
Send me this as a board-ready PDF for my partner meeting — line-by-line breakdown, assumptions & the TCSP buyer's guide.
Illustrative estimates based on industry benchmarks, not a guarantee of any specific outcome. Actual results depend on your firm's structure, data quality and configuration.
Trust, wealth & compliance —
finally on the same ledger
Most wealth, trust and corporate services firms bolt together a dozen tools to run a single client relationship. Foundation One replaces them with one governed platform.
Trust & Corporate Services
The core domain of the platform.
Administer trusts, companies and boards end to end — from entity incorporation and statutory registers to trust accounting, cap tables and board packs.
- Client & Entity Management
- Trust Accounting & Group Consolidation
- Company Secretarial & Board Pack
- Cap Table & Trust Asset Custody
- Real Estate & Digital Assets
Wealth & Investments
Portfolio administration, governed.
Model and reconcile multi-currency portfolios across every asset class, with risk analytics and white-labelled client reporting built in.
- Portfolio Management & Asset Master
- Fund Management
- Wealth Management & Advisory
- Risk Analytics
- Client Reporting
Compliance & Regulatory
Proof, not promises.
Run KYC/AML, beneficial-ownership verification and regulatory reporting on one dashboard — FATCA/CRS, ESG/CSRD and a unified regulatory database.
- Compliance & KYC / BO Verification
- FATCA / CRS / AEOI & CRS v3.0 Generator
- Unified Regulatory Dashboard
- ESG & Impact Reporting
- CSRD / ESRS Reporter
113 modules. One data model.
Every module shares the same governed ledger, so a change anywhere is reflected everywhere — instantly and auditably. Explore the seventeen domains that make up Foundation One.
One relationship, one record — across every team and jurisdiction.
Foundation One links clients, entities, assets and documents into a living graph. Open a trust and the underlying company, bank accounts, beneficiaries and filings are all connected — no swivel-chair, no stale copies.
- Golden record per relationship
- Cross-jurisdictional hierarchy
- Real-time role-based access
- Lineage for every field
Trust & Corporate Services
9- Client & Entity Management
- Trust Accounting
- Group Consolidation
- Company Secretarial
- Board Meetings / Board Pack
- Cap Table
- Trust Asset & Custody
- Real Estate
- Digital Assets
Wealth & Investments
6- Portfolio Management
- Asset Master
- Fund Management
- Wealth Management & Advisory
- Risk Analytics
- Client Reporting
Compliance & Regulatory
7- Compliance & KYC
- BO Verification
- FATCA / CRS / AEOI
- CRS v3.0 Generator
- Unified Regulatory Dashboard
- ESG & Impact Reporting
- CSRD / ESRS Reporter
Documents
4- Document Production
- Electronic Signatures
- Contract Lifecycle Management
- VDR Analytics
Accounting
8- Chart of Accounts
- Journal Entries
- General Ledger
- Payments
- Financial Snapshot
- Treasury / Tax / Multi-Ledger
- Fixed Assets
- Budgeting
Human Resources
5- Employees
- Attendance
- Leave Management
- Timesheets
- Payroll
CRM & Sales
9- Prospects
- Engagements
- Forecast
- Customers & Contacts
- Quotations
- Sales Orders
- Invoices
- Time & Billing
- Billing & Fee Management
Purchasing
3- Suppliers
- Purchase Orders
- Purchase Invoices
Projects & Automation
3- Projects
- Tasks
- Workflows
Integrations
5- Email & WhatsApp
- Banking APIs
- KYC Providers
- Microsoft 365
- Meeting Assistant
AI Tools
6- Tailwind AI Assistant
- Governance Agent
- AI Act Compliance
- Privacy-First AI
- AI Risk Register
- AI Features
Analytics & Settings
4- Reports
- Company
- Users
- General
The real platform, not a mockup
These are live screens from Foundation One — the same interface your teams will use every day.
Operations Dashboard
CoreA single command center — active entities, projects, tasks, revenue and compliance deadlines at a glance, with quick actions on keyboard shortcuts.
Wealth Dashboard
Total net worth consolidated across portfolios, with allocation breakdowns, liquidity ratios and YTD performance.
Client 360° View
Every person, entity and relationship in one governed register — searchable, filterable and fully traceable.
Compliance & Risk Management
KYC verifications, AML/PEP screenings and risk assessments on one dashboard — with remediation workflows built in.
Subsidiary Governance Agent
AI that scans every entity for governance gaps — missing directors, officers or UBOs, stale KYC, upcoming filings — and auto-generates draft resolutions.
AI Risk Register
Track AI risks, controls and automated mitigations side by side — with EU AI Act article assessments and a live compliance score.
Regulatory Database
A unified regulatory database across 48 jurisdictions — rule changes, filing deadlines and entity obligations tracked centrally and pushed to your live entities without re-keying.
AI Act Compliance
Built-in assessment against EU AI Act articles — risk classification, human-oversight controls and documentation, with a live compliance score per article.
Foundation One in 60 seconds
Watch the full platform story — from fragmented spreadsheets to one governed ledger, across trust, corporate, wealth and compliance.
What firms moving off spreadsheets & legacy report
Composite outcomes from our early-access programme. We show the mechanism — what actually changes on the platform — not just a percentage. The shift happens when fragmented tooling collapses onto one governed ledger.
Monthly reporting close
Before → AfterThe mechanism
A single governed ledger means every team reports from the same numbers — no cross-checking spreadsheets against registers before the board pack goes out.
New client onboarding
Before → AfterThe mechanism
Guided migration maps your existing entity hierarchies, beneficial owners and structures in parallel — your team keeps running on legacy while Foundation One is populated alongside.
Regulator audit reconstruction
Before → AfterThe mechanism
Every field change is captured in an immutable, tamper-evident trail with lineage. Auditors get a full export on demand instead of your team rebuilding it from email trails and file history.
Entities per administrator
Before → AfterThe mechanism
Workflow automation and the AI Governance Agent absorb the routine review work — filings, reminders, KYC refreshes — so each administrator covers more structures without more headcount.
Composite figures reported by early-access firms migrating off spreadsheets and legacy systems. Not a guarantee of any specific outcome — actual results vary with firm size, structure complexity and data quality at migration. Shown to illustrate the mechanism, not to promise a fixed percentage.
A measured path to a single source of truth
Our delivery team has migrated firms from spreadsheets and legacy suites. Most go live inside a quarter.
Connect your data
Custodians, banks, registers and existing records flow into Foundation One through pre-built integrations and a typed import pipeline.
Configure governance
Define roles, delegation of authority, jurisdictions and four-eye approval workflows to mirror exactly how your firm operates.
Run day-to-day
Onboard clients, administer entities, manage portfolios, bill fees and respond to investor queries — all from one console.
Demonstrate control
Generate regulator-ready audit packs, board reports and investor statements on demand, with full lineage behind every figure.
Your data, moved safely. Zero unplanned downtime.
We have migrated firms from spreadsheets and legacy trust systems. Our delivery team handles the heavy lifting — historical data cleansing, parallel running and go-live support — so your clients never feel the change.
Guided migration
White-glove data import, entity-hierarchy mapping and historical document ingestion.
Parallel running
Run Foundation One alongside your existing systems until you are confident to cut over.
Zero unplanned downtime
Cutover is planned, rehearsed and reversible. Your obligations stay met throughout.
Live in 6–12 weeks
A typical Professional deployment goes live inside a quarter — not a multi-year programme.
A platform shaped by the way you actually work
The same governed core, configured for the obligations and economics of wealth, trust and corporate services firms.
One console for the entire family enterprise
Consolidate operating companies, trusts, foundations and personal holdings into a single governed view — with reporting your principals actually trust.
- Consolidated net worth across structures & currencies
- Client 360° view with privacy controls
- Wealth Management & Advisory + Risk Analytics
- Co-investment and private deal tracking
38%
average time saved on monthly reporting
Engineered to the fiduciary standard
When you manage other people's wealth, structures and obligations, control is not a feature — it is the product. Foundation One is built around proof, not promises — with a dedicated AI Risk Register and AI Act compliance.
Control-mapped, not claim-mapped
SOC 2 Type II and ISO 27001 are control-mapped — we implement the full controls set. The complete controls matrix and our latest penetration-test report are available to prospects under Mutual NDA.
Standards & frameworks
Foundation One implements the full SOC 2 Type II and ISO 27001 control sets and is fully compliant with the regulatory frameworks above. Independent certification for SOC 2 Type II and ISO 27001 is in progress; until then we are transparent that these are control-mapped, not yet certified — the controls matrix and pen-test are available under NDA.
Encryption everywhere
AES-256 at rest, TLS 1.3 in transit, and customer-managed keys for sensitive vaults.
Granular access control
Role-based permissions down to the field, with time-boxed delegation and break-glass.
Continuous monitoring
Anomalous access and transactions flagged in real time, with SOC triage 24/7.
Resilient infrastructure
Multi-region active-active deployment with 99.99% uptime and nightly verified backups.
Your data stays yours
Full export, anytime. No training on your clients' data. Ever.
Purpose-built beats patched-together
Wealth, trust and corporate services firms have been forced to choose between spreadsheets that don't scale and generic CRMs that don't understand fiduciary work. Foundation One is the third option.
Data model
Trust & corporate
Compliance & KYC
AI governance
Audit trail
Security & access control
Client portal
Onboarding
Foundation One vs. the status quo
Most firms shortlist three options: keep extending spreadsheets and legacy tools, build in-house, or adopt a modern TCSP platform. Here is how they actually compare.
| Capability | Spreadsheets + legacy | In-house build | Foundation One |
|---|---|---|---|
Architecture Single governed ledger | |||
| Modules across 17 domains | Point tools only | Only what you build | 113 modules |
| Immutable, tamper-evident audit trail | File history | Build it yourself | |
Compliance FATCA / CRS / AEOI compliant | Manual, per file | You maintain | |
| AML / KYC & beneficial-ownership tracking | Separate system | Build it yourself | |
| ESG / CSRD reporting | |||
Security 256-bit encryption, SOC 2 / ISO 27001 control-mapped | Fully on you | ||
| Data residency options | |||
Integrations Open APIs & banking integrations | |||
Migration Guided migration, parallel running | N/A | Self-migrated | 6–12 weeks |
Operations Regulatory updates pushed to live entities | Manual re-keying | You maintain | |
Commercial Pricing model | Hidden staff cost | Engineering headcount | Per-entity subscription |
Single governed ledger
Sheets
In-house
F1
Modules across 17 domains
Sheets
Point tools onlyIn-house
Only what you buildF1
113 modulesImmutable, tamper-evident audit trail
Sheets
File historyIn-house
Build it yourselfF1
FATCA / CRS / AEOI compliant
Sheets
Manual, per fileIn-house
You maintainF1
AML / KYC & beneficial-ownership tracking
Sheets
Separate systemIn-house
Build it yourselfF1
ESG / CSRD reporting
Sheets
In-house
F1
256-bit encryption, SOC 2 / ISO 27001 control-mapped
Sheets
In-house
Fully on youF1
Data residency options
Sheets
In-house
F1
Open APIs & banking integrations
Sheets
In-house
F1
Guided migration, parallel running
Sheets
N/AIn-house
Self-migratedF1
6–12 weeksRegulatory updates pushed to live entities
Sheets
Manual re-keyingIn-house
You maintainF1
Pricing model
Sheets
Hidden staff costIn-house
Engineering headcountF1
Per-entity subscriptionPriced for the business, not per click
Transparent plans that scale with the entities you administer — seats included, overages transparent, no surprises.
Foundation
For boutique firms getting structured on one governed ledger.
$1,400/mo equivalent · billed annually
Save $2,400Up to 200 entities
15 seats included
- Core Trust & Corporate Services
- Document vault & e-signatures
- Client 360°
- AI Governance Agent — read-only, 20 runs/month
- Standard support (business hours)
- API: not included
Growth
For established TCSP firms running all 113 modules.
$3,200/mo equivalent · billed annually
Save $7,680Foundation Rate: 24-month lock for the first 15 firms
Choose GrowthUp to 800 entities
35 seats included
- All 113 modules included
- API (read-only)
- Priority support
- Compliance, ESG/CSRD & AI tools
- Open integrations & banking APIs
- Quarterly platform releases
Professional
For multi-jurisdiction firms needing full API & AI tools.
$5,500/mo equivalent · billed annually
Save $13,200Up to 2,500 entities
75 seats included
- Everything in Growth, plus:
- Full API (read & write)
- ESG / CSRD reporting suite
- AI Governance Agent — unlimited runs
- 24/7 support + dedicated CSM
- Advanced analytics & board pack
Enterprise
For global groups needing data residency & custom keys.
billed annually · not offered monthly
Talk to SalesUnlimited entities
Unlimited seats
- Everything in Professional, plus:
- SSO / SAML & SCIM provisioning
- Data residency (EU, UK, MU, US)
- Customer-managed encryption keys
- Private connect & dedicated infra
- Custom SLAs up to 99.99%
Need more?
Additional seats $29/seat/month — add one at a time, no packs required.
Additional entities: $6/entity/mo for the first 250 over your tier, then $4/entity/mo after that.
Stay in tier up to 20% over your entity limit — we'll talk before you jump.
Onboarding & migration
FREE migration for Foundation Rate partners, up to 500 entities — $7,500 value, credited in full.
12 months of parallel read access to your legacy system — no cutover cliff.
Guided migration with parallel running. Your team keeps operating on legacy while Foundation One is populated alongside. Scoped after a free assessment.
Foundation Rate
First 15 firms: 24-month price lock + priority onboarding slot + free migration assessment.
Next 15 firms: 12-month price lock. Standard rates increase 15% at general availability.
All plans include the governed ledger, immutable audit trail and unlimited relationships across all 17 domains. SOC 2 / ISO 27001 control-mapped — see the shared responsibility matrix.
What wealth, trust & corporate firms ask first
If something you care about is not here, our team will answer it on a call — usually within a day.
Still evaluating? Read our security overview or compare plans.
The TCSP Buyer's Guide
A practical framework for evaluating Trust & Corporate Services Provider platforms — what to look for, what to question, and how to de-risk the move off spreadsheets and legacy systems.
- The 17 domains a modern TCSP platform must unify
- An 8-criterion evaluation framework
- Foundation One vs. spreadsheets vs. in-house build
- 10 questions to ask any vendor — including migration
Get the guide
Enter your work email — we'll send the PDF straight away.
256-bit encrypted · We never share or sell your details.
Join the early-access programme before November 2026
A limited number of firms will onboard ahead of general availability. Launch partners get tangible benefits — and a real hand in shaping the platform their firm runs on.
No commitment to subscribe. The migration assessment is genuinely free.
Foundation Rate
Lock this price for 24 months if you onboard before Nov 1. Standard rates increase 15% at general availability.
Priority implementation slot
Reserve an onboarding window with our delivery team ahead of the general availability queue.
Free migration assessment
A no-obligation analysis of your entity data, structures and historical records — scoped before you commit.
Shape the roadmap
Launch partners feed directly into the module and integration priorities that ship after GA.
See Foundation One on your own structures
Bring a sample relationship — a trust, a holding company, a portfolio. We will show it running across the platform's trust, wealth and compliance modules in a 45-minute private walkthrough.
Your structures, mapped live
We map a sample entity from your firm and walk through it in 45 minutes.
Cross-jurisdiction scenarios
See how multi-jurisdiction trusts, companies and portfolios connect end to end.
Security & compliance briefing
Under NDA, with our pen-test summary, controls documentation and AI Act compliance score.
Prefer to talk now?
Call our partnerships team on +230 2483744/2483703 or email f1-partners@aphelion-group.com