Sava provides a SaaS platform that acts as an intelligence layer for trust and legacy management, aggregating legal, financial, and compliance data to help fiduciaries and estate planners oversee enduring assets. The service offers analytics, automated reporting, and workflow tools that streamline administration and reduce operational risk, monetized through subscription fees based on the number of trusts or assets managed.
Funding
Funding not disclosed
Founders
Product
Problem
Trust and estate administration often rely on disparate spreadsheets, legacy document repositories, and manual processes, leading to operational inefficiencies, compliance gaps, and difficulty maintaining continuity across generations. These challenges increase the risk of errors in wealth transfer and make it hard for fiduciaries to gain real-time visibility into asset allocations and obligations.
Solution
Sava delivers a cloud-native intelligence layer that aggregates trust and estate data into a unified, relational model. The platform automates routine workflows—such as beneficiary updates, tax calculations, and distribution scheduling—while enforcing policy rules and regulatory compliance. Built-in analytics surface cash‑flow projections, asset performance, and risk metrics, enabling fiduciaries to make data‑driven decisions. Secure APIs allow seamless integration with custodial banks, legal document management systems, and ERP solutions, ensuring that legacy information remains consistent across all stakeholder tools. Role‑based access controls and immutable audit logs preserve confidentiality and provide a verifiable trail for auditors and regulators.
Target Audience
Primary users are trust officers, estate administrators, family office managers, and wealth‑management firms that oversee complex multi‑generational wealth structures.
Features
- Centralized data schema for trusts, estates, and associated entities with real‑time synchronization across integrated systems
- Automated workflow engine for beneficiary onboarding, distribution triggers, and tax‑report generation
- AI‑enhanced validation that flags policy violations, missing documentation, and potential compliance issues
- RESTful and GraphQL APIs for bi‑directional integration with custodians, legal practice management software, and financial planning platforms
- Granular role‑based access control (RBAC) and multi‑factor authentication (MFA) to meet fiduciary security standards
- Immutable audit log with cryptographic hashing for regulatory reporting and forensic review
- Dashboard visualizations of asset allocation, cash‑flow forecasts, and performance benchmarks, customizable per user role
- Secure, encrypted data storage (AES‑256 at rest, TLS 1.3 in transit) with SOC 2 Type II compliance