For Corporate Trust

You hold the funds.
We help you protect them.

Secure trustee and paying-agent workflows from the closing through ongoing administration with independently verified participants, validated accounts, clear transaction history, and transaction-specific insurance.

The Problem
Scale turns manual verification into operational risk.
Multiply manual verification across hundreds of trust relationships and the process itself becomes the risk.
  • New payment instructions arrive by email; account changes require callbacks
  • New contacts enter long-running relationships
  • Staff must judge what’s current, who’s authorized, and what can be trusted
The Basefund Approach
Verification that follows the transaction.
A verified transaction record that begins at closing and follows the relationship.
  • Cleaner, verified information received upstream at the closing
  • Counterparties confirmed and accounts validated before money moves
  • Changes detected and disbursements documented automatically

Across the Transaction Lifecycle

From the closing table to the last disbursement.

Secure Closings

At the closing

Participate in a shared Secure Closings workspace with verified participants, validated accounts, and a documented record of the transaction. Reduce the amount of critical information that has to be reassembled from emails, PDFs, and callbacks when the transaction reaches Corporate Trust.

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Secure Transactions

Through ongoing administration

Use Secure Transactions for debt service, trustee disbursements, distributions, draws, and other payments throughout the life of the transaction. Re-check changed information, maintain connected transaction history, and apply transaction-specific protection before each eligible payment.

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Capabilities

Built for portfolio scale.

Portfolio-wide visibility
See verification status, account information, transaction history, and payment readiness across active relationships without relying on disconnected spreadsheets and inboxes.
Verified payment instructions
Validate recipient identity and receiving-account information before funds move. Changed instructions trigger a new verification step instead of being accepted at face value.
Connected transaction history
Keep ongoing payments connected to the originating transaction so teams can see what changed, when it changed, and who was involved.
Reduced callback burden
Replace a portion of manual phone-and-email verification with independent identity and account checks that produce a documented result.
Audit-ready records
Maintain a durable record of verification, changes, approvals, and transaction activity for internal audit, compliance, and client servicing.
Transaction insurance
Eligible disbursements can include transaction-specific coverage tied to the verified participants, validated accounts, and funds in motion.

Related

Connected across the lifecycle.

Secure Transactions

Ongoing disbursement protection across the portfolio.

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Transaction Insurance

Coverage bound to the verified participants and funds in motion.

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Issuers & Municipalities

Protect public money from closing through final payment.

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Secure the handoff. Protect every payment after it.

Bring verification into the transaction earlier and carry it through the life of the trust relationship.

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