Enterprise DNA

CCH Trust Manager alternatives

CCH Trust Manager alternatives for NZ and Australian businesses

CCH Trust Manager: Quoted privately, sold to practices on application within the wider CCH suite

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  • check_circleYour data in a database you own
  • check_circleOpen source, no lock-in
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The options

What people compare CCH Trust Manager with

CCH Trust Manager has no public price and is quoted privately, as part of the wider CCH suite. You may be looking at alternatives because your trust records sit in a vendor system, and moving them means exporting records, mapping them and starting the history again.

Often compared

NowInfinity

An Australian trust deed and register service that publishes prices.

Often compared

BGL CAS 360

An Australian trust deed and register service that publishes prices.

Often compared

Diligent Entities

An entity-management tool for companies, not trusts.

Yours to own

Family Trusts for Claude Code

The open-source family trust administration system that is just a database and Claude Code. Built around your business, with your CCH Trust Manager data brought across.

See how it works

How to choose

How to choose a CCH Trust Manager alternative

  1. 1

    What is the bill tied to?

    Check whether the bill is per practice, per user, per trust or part of a wider suite. CCH Trust Manager has no public price and is sold to practices on application, alongside the CCH suite. Ask for the full cost before comparing alternatives.

  2. 2

    Who owns your records?

    Your trust records include private details about beneficiaries, loans and decisions. Check whether they stay in a database your practice owns or sit in a vendor's system. Also ask what you would need to export and rebuild if you changed tools.

  3. 3

    Does it fit your way of working?

    Check whether it can hold the people, roles, assets, loans and resolutions your practice needs to track, and whether you can use your own wording. CCH Trust Manager uses the vendor's precedent library, while custom wording requires setup.

  4. 4

    What does switching involve?

    The trust list and people register can come across from an Excel export saved as CSV, with a test run first that keeps nothing. Documents, resolutions, assets and loans are brought across as part of setup, so ask what will be included in your move.

The option that fits

A version built around your business

Enterprise DNA builds your own version around how your business runs, brings your CCH Trust Manager records across and can run it for you. Your records sit in a database your practice owns, and you can ask questions in plain language. You pay one setup fee, then a monthly retainer if Enterprise DNA runs it. There is no per-seat plan. A free version is available if you want to run it yourself.

  • check Built around your trust processes and wording
  • check Your records in a database your business owns
  • check One setup fee, then a monthly retainer if Enterprise DNA runs it
Get your version built

Make it yours

Design your own CCH Trust Manager replacement

Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from CCH Trust Manager. Try it here, and we build the real one.

2. What it runs

3. Make it fit

4. Your colour

Your business · your CCH Trust Manager replacement Your version
YB Your business

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Answered from your own database

Build my version

We build it from the open-source base, bring your CCH Trust Manager data across and run it for you.

Questions

CCH Trust Manager alternatives, answered

How much does CCH Trust Manager cost? expand_more

CCH Trust Manager has no public price. Its listing for practices using Actionstep says 'Price on application', and the product is sold alongside the wider CCH suite. Enterprise DNA charges one setup fee, then a monthly retainer if it runs your version. There is no charge per trust or per user.

Can our existing trust records be brought across? expand_more

The trust list and people register come across from an Excel export saved as CSV, with a test run first that keeps nothing. Documents, resolutions, assets and loans are brought across as part of setup. This helps carry the history forward rather than starting it again.

Who can access the records in an owned version? expand_more

Your records sit in a database your practice owns, rather than a vendor's cloud. Changes are logged with who made them, records cannot be deleted, and no tax file number or IRD number is stored for a person. Letters and resolutions are drafts for a person to review and send.

Will an alternative cover all the same work? expand_more

The free version covers trust administration, including families, trusts, people, property, loans, resolutions, distributions, core documents and beneficiary requests. It does not store document files, provide a client portal or include a precedent library. Enterprise DNA can build your own wording and a link to your document system if you want them.

Done comparing? Own the one that fits.

30 minutes with Sam. Bring what CCH Trust Manager costs you a year and how you run. We show you what your own version looks like, and if it is a fit, we build it and bring your data across.

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