StewAIrd automates fiduciary compliance detection, exception management, and remediation—giving you confidence that your institution is doing the right thing for clients, every day.
Rules evaluate accounts in real-time—event-driven triggers catch breaches within minutes, not quarterly audits months later.
Severity × age determines what gets worked first. Your team focuses on the highest-risk exceptions that matter most.
Every exception is immutably logged with full lineage. When examiners ask, you have complete answers—instantly.
Configure rules from regulatory sources (OCC, SEC, DOL), internal policies, account agreements, and client directives—all in one schema.
Event-driven triggers evaluate rules against real account data. A new holding, a servicing-team change—triggers immediate re-assessment.
Breaches are routed to the right owner—client teams for relationship-centric issues, shared services for centralized work. Escalation is automatic.
Log actions, upload evidence, track remediation progress. Full audit trail—no guessing about what happened, when, or by whom.
See your entire book of business—exceptions grouped by relationship, sorted by risk. Update status, log remediation, stay on top of SLAs.
Learn MoreConfigure rules, submit for committee approval, monitor enterprise compliance scores. Real-time dashboards show how well you're doing right by clients.
Learn MoreApprove rule changes, review waivers, attest remediated exceptions. Evidence-backed decision-making, clear audit trails.
Learn MoreScoped read-only access to the full compliance history. No surprises—every exception and remediation is documented and traceable.
Learn MoreCash ops, billing, tax, KYC—receive exceptions routed to your queue. Log actions, track timeliness, collaborate with client teams.
Learn MoreEmbed exceptions and compliance scores into your existing CRM, case management system, or colleague portal. No login required.
Learn MoreRegulatory, internal policy, contractual, and client-directed rules live in one schema. No silos.
Exceptions roll up from tax lots to households. Your Trust Officer sees their entire book of business.
What gets worked first is driven by risk, not by who squeaked loudest.
Every exception, every action, every decision is captured in an append-only log. Exam-ready, instantly.
Committee approval workflows, maker-checker controls, role-based access. Compliance owns the rules.
Flowable BPMN/DMN, PostgreSQL, REST APIs. No vendor lock-in.
Accounts monitored in Phase 1
Scope levels (Asset to Relationship)
Rule source types unified
Audit trail immutable
Join trust departments that are automating compliance detection and building institutional confidence.