AI-Powered - 
Financial OS for
Advisers, Firms & Clients.

Distribution As A Service (DAAS) is the operations backbone of TrustPal. Instead of building your own back office, DAAS provides a ready-made system that handles every aspect of post-sales: case submissions and underwriting, commission tracking and payouts, compliance checks and balanced scorecards, and client transparency through adviser and client portals. For management, DAAS extends into CEO Office tools for contract control, product permissions, and AI governance.

Running an advisory business has always meant investing in large systems or hiring heavy operations teams. DAAS changes the equation by offering a profit-sharing model with no upfront capital expense. Advisers focus on prospecting and sales, while DAAS ensures cases are processed, commissions are paid, and compliance is audit-ready—all with real-time transparency for every stakeholder.

DAAS is built for FA firms that want to scale without building an expensive in-house back office, trustees who manage lean operations, brokers seeking structured oversight, and financial institutions whose agency networks are too small to justify insurer-grade systems. It brings enterprise capabilities to firms of all sizes.

DAAS operationalises the last two stages of the Financial Planning Process: implementing the plan and monitoring it over time. From onboarding a new trust or policy, to paying commissions, to tracking compliance and client reviews, DAAS ensures the advice given in the Pre-Sales stage becomes a complete and well-managed client journey.

Building these systems in-house can take 12–18 months, require millions in investment, and demand teams of operations, compliance, and finance staff. DAAS delivers the same capability in weeks, without capex, and shares costs through a revenue-aligned model.