Designed
around
your
business.
Focused
on
you.
With entity management, compliance, accounting, billing, documents and workflow combined, we’ve built six integrated modules into one platform that works as seamlessly as you need it to.
It has been a game changer for our business.
Somerston Group
More like a partnership than a client/service provider relationship.
Saffery Trust
One of the easiest decisions for the business.
Entrust
Trusted by leading organisations
Most platforms weren’t designed with your business in mind.
They were built for something else, then adapted. Repurposed ERPs with layers of workarounds. Legacy systems acquired and bolted together. Trust and corporate administration is complex, highly regulated, and unforgiving of error. And we think it deserves a software that reflects this – every single day.
PlainSail. Built specifically for your industry – from the ground up.
We designed PlainSail solely for the trust and corporate services industry – with entity management, compliance, accounting, billing, documents and workflow purpose built into a single, seamless, user friendly platform. Because how you work isn’t just our priority, it’s our focus.
Compliance & Due Diligence
Comprehensive compliance, fully configurable.
Pre-built client lifecycle management templates – or design your own with the no-code form builder. Configurable multi-level approval – four-eyes, six-eyes, or more – enforced at every stage. Integrated batch screening through KYC360 and LSEG World-Check, plus electronic identity verification via Tiller and MeshID. Every risk scored, every decision audit-trailed.
Multi-Currency Accounting
Multi-currency accounting, built for trust.
Complete general ledger with rule-based bank reconciliation that learns your patterns. FX revaluation at any date, year-end closure wizard, investment portfolio tracking using weighted-average cost basis, and automated financial statement production – balance sheet, P&L, and trial balance across unlimited currencies.
Entity Management
Every entity type, one connected picture.
Companies, trusts, foundations, partnerships, individuals, and groups – all linked through a relationship engine with configurable risk scoring. Interactive structure charts update in real time. Change a record once and it cascades everywhere. Safe custody registers, fixed assets, bank accounts, and share classes all sit alongside the entities they belong to.
Billing & Time
Billing cycles cut by up to 60%.
Calendar-based visual timesheets with proactive suggestions drawn from your activity – so time capture happens in the background, not at the end of the week. Recurring fee schedules generate automatically, and a two-stage invoice approval workflow keeps everything moving. Clients routinely cut their billing cycles by up to 60%.
Document Management
Every document linked, searchable, controlled.
Documents sit alongside the entities they belong to – not in a disconnected file store. Generate letters, resolutions, and board packs from templates pre-populated with live entity data. Preview without leaving the platform. Check-out and check-in prevent overwrites, and optional Azure-powered content search finds content inside documents, not just filenames.
Workflow Engine
Your processes, modelled, enforced, and auditable.
Build inventories, configure approval routings, and define processes with 50+ action types – including auto bookkeeping posting, screening result checks, compliance gates, and more. Conditional branching and global reporting let management teams monitor workflows across the firm.
AI-Assisted Workflows
AI on your terms.
We’re in private preview with a select group of clients. PlainSail’s workflow engine reaches every module in the platform — which means AI can work wherever your team does, with built-in audit trails and human decision points at every stage.
Why firms choose PlainSail.
Years of development.
Developed continuously since 2013 by the same team that founded it.
Integrated modules.
One codebase. No inherited complexity. No bolt-ons.
Client lifecycle management templates.
Ready out of the box, or build your own with the no-code form builder.
Consecutive WealthBriefing Awards.
Independently judged across the trust and wealthtech sector.
What our clients say
Trusted by firms across multiple jurisdictions.
“The relationship with the PlainSail team has felt more like a partnership than a client/service provider relationship.”
“I’m yet to find anyone who has had a negative word about PlainSail, which is a rare thing in this industry.”
“PlainSail stood out as the most practical and approachable choice. The platform provides a scalable, cost-efficient solution.”
“PlainSail was small and independent – yet mighty – and led by people who understood our business and what we wanted to achieve.”
“We would absolutely recommend PlainSail. It has been a game changer for our business.”
“Sam, Rob and the rest of the team have always been extremely cooperative and receptive to our ideas.”
“For us the difference is night and day in terms of the service offering – I don’t think you could pay us to go back.”
Data & Security
Your data is our number one priority.
Our team are trained to handle highly sensitive client data, bound by strict confidentiality agreements across all support and migration services.
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Access — we cannot access your data without your explicit permission.
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Isolation — every client runs on their own dedicated database. No shared infrastructure between clients.
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Sovereignty — your data stays where you decide. Public cloud, private cloud, or on-premises.
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Integrations — we will never share your data with a third party. Every integration is opt-in and your choice.
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AI — only ever enabled with your explicit approval, using a model you choose.
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Audit — every access, every change, every action is logged and traceable.
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Retention — your data, your retention policy. Your data always remains yours.
Speak with the team behind the platform.
We’ll walk you through the platform – tailored to your operations, no obligation.
Book a demo with usOr email us at enquiries@plainsail.je