Technology Solutions for Special Needs Trusts
We specialize in Salesforce-based solutions for pooled special needs trusts.
We combine automation, compliance, and user-friendly portals in a single platform.
We work with organizations new to Salesforce and those already on the platform.
About Fiduciary Consulting Partners
We bring more than just Salesforce expertise, we bring real-world experience.
We have faced the complexities and nuances of managing special needs trusts firsthand.
We understand the critical importance of precision, reliability, and compassion in managing trusts for individuals with special needs.
Unlike most consulting firms, we’re uniquely structured with dual expertise.
Our team consists of a seasoned subject matter expert in pooled special needs trusts (Reanna Weatherford) and a senior Salesforce consultant with deep platform experience (Aaron Greenberg).
Most firms would pair you with someone who knows Salesforce but not trusts — or trusts but not Salesforce. With us, you get both.
Every engagement brings together practical understanding and technical mastery to deliver solutions that truly serve your organization and the people you support.
Central to our identity is a fierce commitment to ethical, client-centered practices.
We are a 100% independent consulting firm — we do not sell Salesforce licenses, accept referral incentives, or receive compensation from vendors.
Our only obligation is to our clients and the beneficiaries they serve.
Problems We Solve
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Fragmented Data
With dynamic Salesforce dashboards and real-time data capture, FCP builds trust reporting infrastructure that meets the needs of internal teams, beneficiaries, and oversight bodies.
Whether it’s a quarterly impact report, request tracking dashboard, or real-time disbursement logs, our solutions turn fragmented data into decision-ready insights.
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Time-Consuming Processes
We transform outdated trust operations into digitally streamlined, audit-ready systems that eliminate bottlenecks and reduce staff burden.
Our Salesforce-powered solutions support fully automated disbursement workflows, approval routing, and recurring payment logic tailored to each individual trust, all while maintaining compliance with government benefits.
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Disbursement Delays & Errors
Case management is an essential component of effectively managing special needs trusts. Our tailored Salesforce solutions provide a centralized system for tracking all beneficiary interactions, support needs, and outcomes.
Build stronger connections with your beneficiaries and enable continuity of care across staff changes or crisis events.
Solutions
We design and implement full-lifecycle trust administration platforms tailored to your organization’s needs.
Secure, Role-Based Portals
Ensure appropriate data access for grantors, beneficiaries, and staff.
TrueLink Integration
Facilitate seamless disbursement management & real-time asset tracking.
Automation of Key Processes
Standardize onboarding, disbursement approvals, and remainder tracking.
Institutional Knowledge
Preserve continuity and improve
operational clarity across teams.
Audit-Ready Reporting
Track dashboards for transparency
and regulatory adherence.
Built to Scale
Reduce staff burden and unlock
hidden value in your operations.
Dashboards for SNT Administration
Bring your trust data to life with interactive Salesforce dashboards built for the unique needs of special needs trust administration.
Track approval turnaround times
Monitor cash flow and distributions
Analyze trends in new trust enrollments
Visualize every stage of the trust lifecycle
Track your progress end-to-end in real-time, from prospective and pending establishment to funded, closing, and closed accounts.
Capture Fields That Matter Most
Every field is designed to fit the unique needs of SNT management.
Trust type
Current status
Primary beneficiaries
Tax IDs
Collect only what’s essential, reduce data clutter, and maintain accuracy.
Streamlined Disbursement Requests
Submit, review, and approve disbursement requests effortlessly.
Every detail you rely on is centralized in one view.
Each record captures payees, amounts, categories, supporting documentation and account data in one place.
Connect with us.
To start the conversation, submit the form below or email us directly at info@fiduciaryconsultingpartners.com.