Your client files already say what each family needs next. Elixir is built to read them.
A licensed operating model for trust and corporate service providers. It turns the data you already hold into early alerts and billable services. Example: a UK 10-year trust charge flagged at 9.5 years, with the filing prepared before it is due.
How to get startedSee how it worksService today is reactive
Most firms answer instructions. Few see needs coming.
Fees go unearned
Structuring, governance and succession needs sit unaddressed until the client, or a competitor, raises them.
Deadlines slip
Long-cycle obligations such as the UK 10-year trust filing are easy to forget and costly to get wrong.
Data sits unused
Thousands of onboarding, due-diligence, transaction and correspondence items are captured once, then filed.
How it works
Four steps, from the file you already have to a service you can bill.
Capture
Structured data from onboarding, due diligence, meetings and correspondence, with the client's permission and a stated purpose.
Recognise
The engine matches the data to a taxonomy of life events specific to trust business.
Predict
Ranked service opportunities reach the relationship manager before the client has asked.
Deliver
Your team follows a playbook, or brings in an outside specialist.
The engine is in development. Figures such as a five-minute onboarding of a complex structure are design targets, not yet measured on a live client.
An operating model, not a plug-in
Four parts are licensed together, because firms rarely adopt a tool on its own.
Data taxonomy
The signals that matter in a client file.
Predictive engine
Matches signals to life events and ranks the likely needs.
Service playbook
What your team does when a signal fires.
Delivery framework
Implementation, training, support and updates.
Built on existing screening, identity and core-system vendors. Elixir adds document pre-fill, OCR and the preemptive layer.
Pricing
One yearly licence fee of about 10% of your annual fee income. It covers the platform, implementation, support, training and updates.
| Your annual fee income | Licence fee a year |
|---|---|
| £250,000 | £25,000 |
| £500,000 | £50,000 |
| £1,000,000 | £100,000 |
Examples. The final basis of the fee is still being settled.
Start with a pilot
A defined pilot on your own data before you commit to a licence.
Get started
Three steps, each short.
Discovery call
Fit, data readiness and timing.
Data and fit assessment
A structured review against your client base.
Pilot
A defined pilot to prove the model on your data.