Acumen 365

Cloud-based Trust and Company Administration

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Acumen 365 is the cloud-based version of our widely used and highly respected Acumen trust administration system for the TCSP sector. It is hosted in Azure alongside Office 365 and SharePoint in your region of choice.

Acumen simplifies the complex task of private wealth management for ultra-high-net-worth individuals and their families. It brings sophisticated automation to record keeping, investment management, payment processing and compliance and regulatory requirements.

Designed to be easy to use, Acumen has a dynamic database management system that enables you to respond rapidly to ever changing requirements, whilst maintaining data integrity.

Used by

  • Trust & Corporate Service providers (TCSPs), family offices, law firms administering trusts, intermediaries, fund and pension administrators.

Acumen is

  • Scalable - Used by all sizes of organisations across a range of financial services sectors.

  • Globally recognised - Adopted in over 20 jurisdictions.

  • Effective - reduces costs through automation and improved operational efficiencies.

  • Secure - provides key management controls for ensuring regulatory compliance, efficient business management and safeguarding of client data.

Acumen 365 provides

  • Powerful tools - To help you manage your business, Acumen eliminates repetitive and time-consuming manual tasks and avoids duplication. Easy to use features include advanced time recording, automated billing, profitability management and debtor control. Acumen allows you to keep track of tasks and activities and benefit from flexible client reporting tools.

  • Scalability - The Acumen 365 platform sits in the cloud on Azure SQL Server, a SaaS solution automatically managed by Microsoft. This allows you to scale with your business without the need to invest in additional hardware or server upgrades.

  • Flexibility - Flexible and responsive, server-less, hyperscale storage rapidly adapts to your changing requirements.

  • Simplicity - Acumen 365 users directly access the system from their desktops anywhere at any time without the need for additional remote software. Login is via users’ normal Microsoft Office credentials, in common with Office 365.

  • Reporting and workflow - Acumen 365 allows your business to benefit from Microsoft’s Power Platform suite (Power BI, Power Apps, Power Automate) for reporting and Workflow automation. Giving clients full control over their custom reports.

Existing Acumen clients

For clients looking to move from Acumen, we simply take your existing database and move it to Azure, there is no migration.

Key features


We provide full training on all our solutions either remotely or on-site.

Support & Updates

We have a responsive, in-house support team who consistently deliver the highest levels of customer satisfaction. Fully managed database engine automates updates, provisioning, and backups.


Acumen 365 can interface with document management systems, for example Sharepoint, Laserfiche, EDocs and also third party screening providers such as RDC, Riskscreen etc.


Azure is acknowledged as being a highly secure platform and widely trusted by the business community. The data will be in Azure SQL Server alongside Exchange, SharePoint and your other Office applications. Built-in AI and high availability maintain peak performance and durability with an SLA of up to 99.995 percent. Availability and failover options are configurable within Azure.

Layers of protection, built-in controls, and intelligent threat detection helps keep your data secure.

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