Preserve the asset record
Connect descriptions, supporting documents and valuation references.
bullionOS for Attorneys & fiduciaries
Keep the asset and transaction in context.
Evaluate itemized purchase records and payment status for your estate and fiduciary processes.
Keep the critical handoffs connected.
Make custody reviewable
Trace who holds an asset, where it is and what supports each movement.
Prepare the handoff
Identify the records needed by the responsible legal, fiduciary and accounting teams.
Your demo agenda
Keep ownership, custody and authority distinct.
Use your real process to evaluate the fit.
Bring a matter and its assets
Identify the recorded owner, physical holder and supporting documents.
Trace a decision
Review valuation context, instructions and the proposed disposition.
Confirm professional requirements
Agree permissions, retained records and the boundaries of the software.