MSP & consultancy channel
Canadian MSPs and compliance consultancies run Phase 1 readiness advisory for MSB clients; TrustField deploys Phase 2 program software — branded intake, TF reference, checklist, status, and audit export — while licensed MSBs remain settlement party of record.
Settlement boundary. TrustField does not participate in settlement or custody. Licensed MSBs and partners remain settlement party of record.
Phase 1 · You lead
- → RPAA and FINTRAC context for MSB clients
- → Counsel coordination — TrustField does not file
- → Readiness gap assessment aligned to Discovery deliverables
- → Client relationship and project management
Phase 2 · TrustField
- ✓ Branded intake at /register?partner=your-slug
- ✓ TF reference, checklist, and status for every program
- ✓ Sandbox trade loop and instruction audit trail
- ✓ Audit export bundles for MLRO and vendor review
Phase 1 / Phase 2 RACI
TrustField MSP channel · who leads what
| Activity | Phase | MSP | TrustField | MSB | Counsel | Partner |
|---|---|---|---|---|---|---|
| RPAA / FINTRAC readiness advisory | Phase 1 | R/A | C | C | A | — |
| Regulatory filings and licensing strategy | Phase 1 | C | — | C | R/A | — |
| Discovery SOW (CAD 4,000 fixed) | Phase 1 | R | A | C | C | — |
| Branded program intake + TF reference | Phase 2 | C | R/A | C | — | — |
| Workflow state + audit export software | Phase 2 | C | R/A | C | — | — |
| Settlement and payment execution | Phase 2 | — | — | C | — | R/A |
| Integration program (scoped SOW) | Phase 2 | R | A | C | C | C |
Channel pack
Onboarding
- 1Partner intake at /contact?interest=msp
- 2Discovery SOW (CAD 4,000) for first MSB client
- 3Partner slug provisioned — /register?partner=your-slug
- 4Joint kickoff: sandbox loop → scoped integration program
See TrustField in action
Walk the MSB program path in sandbox or book a live demo with our team.