SOC Certified Mineral Rights Management for Banks

Valor understands the role of a fiduciary and is a leading SOC certified solutions provider to banks and financial institutions. We maintain the highest standards of security, compliance, and operational controls to protect client assets and data. We provide custom tailored solutions to banks and financial institutions to help cut costs, improve operational efficiency and effectiveness, and provide the best possible experience to their clients. Our business process outsourcing solutions allow banks to focus on what they do best, while we provide the luxury of real-time access to our state of the art software, mineral.tech®.

We do this by providing a full suite of accounting and land management solutions for our clients. Our work and report delivery occur within our proprietary software, mineral.tech®. mineral.tech® is a leading software solution for mineral and royalty management. Allowing you to not only store and organize your mineral information but to gain insight into opportunities to further capitalize on your assets and recover missed revenue and identify un-leased mineral rights. We offer intelligent reporting and analytics providing real-time insights that our clients desire with their assets. We understand the importance of being able to answer questions quickly and have designed our reporting capabilities to allow clients to be able to access the data to meet their needs anytime from mineral.tech®. Everything within mineral.tech® is exportable (.csv and .pdf) and can be used to provide to other professional service providers.

We can help your clients receive the financial rewards of oil, gas or mineral ownership without the burden of day-to-day management, administration and keeping up with ever changing technology and information management. Our wide range of customized capabilities includes:

SOFTWARE-ENABLED MANAGEMENT
Valor utilizes mineral.tech® to digitally map and manage mineral and royalty assets to their full potential. Our proprietary software allows us to review and analyze mineral-related data by comparing multiple data sources in real-time. mineral.tech® also allows us to monitor production, regulatory and drilling activity with ultimately allows us to proactively manage assets and provide comprehensive reporting. We can also customize reports to our clients' needs.
INFORMATION ACCESS
The mineral.tech® portal allows our clients to access information on their holdings at anytime from anywhere in the world. Information access includes full reporting and an analytics suite that contains the following information: production, lease, permitting and drilling along with other critical data. Valor clients can also safely and securely store their digitized files. Our data experts can digitize, organize, and upload your paper records, providing easy access to your assets' details.
STREAMLINED ACCOUNTING
Our mineral and royalty accounting team can provide services that eliminate errors and meet timely reporting requirements. This includes detail revenue check entry of current and past revenue checks to audit for missing payments, 1099 entry and reporting, and quarterly payment review. Additional services we can provide include lease analysis and management, suspended and escheated funds assistance, working interest JIB monitoring and payments, well proposal and AFE analysis, dormant mineral filings, ad valorem tax administration and payment.
MINERAL OWNERSHIP VERIFICATION
Our experienced landmen can verify and update your asset ownership data and provide clarity into complicated royalty ownership. We have subject matter experts that have extensive land experience that includes managing tens of thousands of interests across 30 states. We often help clients discover wells that they did not know about and assist them in getting into pay status. We have also discovered wells that were not included in the original inventory of interests and took action to rectify the issue.
LEASE NEGOTIATION & COUNSEL
Our industry veterans can leverage established industry relationships to advise and advocate on your behalf for leases, division orders, right-of-way and easement negotiations. Our intent is to create a competitive negotiation environment and leverage senior management experience to achieve the best possible deal for you. We are proactive and work to ensure your mineral rights are leased and being paid correctly.
MAIL & REVENUE DISTRIBUTION SERVICES
You can opt to have Valor receive your mail and process Division Orders and revenue checks on your behalf. We have a relationships with multiple banks that enables us to setup an account for your benefit and securely deposit checks. We can take the hassle out of monthly mineral rights management.
SPECIAL PROJECTS
Our team has also assisted with special or one-time projects for our clients. For example, we have conducted document digitization projects and provided those files back to the client for their own management.

Why Banks Choose Valor for Mineral Rights Management

Fiduciary Excellence & Compliance

As SOC certified specialists, we understand fiduciary responsibility and regulatory requirements facing banks and trust departments. Our compliance-first approach ensures proper oversight, documentation, and reporting for all mineral assets under management.

  • • SOC-1 Type II Certification: Audited controls and security standards
  • • Regulatory Compliance: Bank examination ready documentation
  • • Fiduciary Standards: Prudent investor rule adherence
  • • Risk Management: Comprehensive due diligence procedures

Competitive Technology Advantage

Empower your trust department staff with mineral.tech® technology that gives your bank a decisive competitive advantage over other financial institutions. Your team becomes exponentially more effective with superior tools and expert support.

  • • Staff Empowerment: Your team leverages cutting-edge mineral.tech® platform
  • • Technology Advantage: Access to industry-leading software your competitors don't have
  • • Expert Support: Your staff backed by Valor's specialized expertise
  • • Market Superiority: Outperform competing banks with superior technology

Revenue Recovery & Maximization

Our proven track record includes $27M+ recovered for clients through comprehensive auditing, unclaimed revenue identification, and strategic asset optimization for trust beneficiaries.

  • • Revenue Auditing: Identify missing or underpaid royalties
  • • Unclaimed Funds Recovery: Systematic escheatment research
  • • Lease Optimization: Negotiate better terms and rates
  • • Asset Monetization: Strategic disposal and acquisition guidance

Trust Department Specialization

Tailored solutions for trust departments managing mineral assets for estates, charitable trusts, and institutional clients requiring specialized expertise and white-glove service.

  • • Estate Settlement: Complex inheritance and succession planning
  • • Beneficiary Reporting: Transparent, detailed account statements
  • • Tax Optimization: Depletion allowance and tax strategy support
  • • Distribution Management: Automated payment processing and reporting

Enterprise Technology & Security

Bank-grade security infrastructure with real-time access to mineral.tech® platform providing comprehensive asset visibility and management capabilities for trust officers.

  • • Secure Data Management: Encrypted storage and transmission
  • • Real-time Reporting: 24/7 access to asset performance
  • • Audit Trail Maintenance: Complete transaction history
  • • Custom Integration: API connectivity with bank systems

Competitive Market Advantages

Unlike generic trust services providers, Valor specializes exclusively in mineral rights management with deep industry expertise and proven results that enhance your bank's competitive positioning.

  • • Industry Specialization: 100% focus on mineral assets
  • • Market Expertise: Deep knowledge of oil & gas markets
  • • Client Differentiation: Offer specialized services competitors can't
  • • Revenue Enhancement: Additional fee income opportunities

Trusted by Leading Financial Institutions Nationwide

Join the banks and trust departments across America who leverage Valor's SOC certified expertise and mineral.tech® technology to deliver superior mineral management services that outperform their competitors and delight their clients.

Mineral Management for Banks

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Don't live in the past. Valor's services upgrade banks mineral management supporting and launching bank trust clients in to the new generation.

Mineral Management Software Solutions

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You can't properly manage a clients mineral rights without being able to see the full picture. Better track and manage mineral rights with Valor and mineral.tech®.

About mineral.tech®: a mineral management software solution for banks

mineral.tech® revolutionizes the way mineral assets are managed by replacing outdated, paper-based systems and spreadsheets with a sophisticated digital solution. This comprehensive platform not only simplifies document management but also integrates GIS mapping to provide a complete and multidimensional view of their portfolios. mineral.tech® empowers banks' mineral management clients with real-time insights and visibility into their mineral assets.

Key features of mineral.tech®:

  • Alerts for nearby production, drilling & permitting activity
  • View interests, tracts, units, wells, current producing wells and rigs
  • Data analysis & production analytics - gross interests, net interests, horizontal wells, vertical wells, royalty acres, total tracts, total deals, YTD revenue, Net BO/D and Net MCF/D
  • Revenue analysis by payor, product, state or county
  • Customized reports - 1099’s, deals, interest revenue, asset ownership, payor, interest never paid, etc.
  • Access to data 24/7, from anywhere in the world
  • Through these features, mineral.tech® provides mineral owners with the tools they need to view their comprehensive portfolio of assets and make informed decisions based on real-time data. To learn more, reach out below:

    Contact Valor

    Frequently Asked Questions - Bank Mineral Management

    Valor maintains SOC-1 Type II certification with audited controls and security standards specifically designed for financial institutions. Our compliance framework includes bank examination-ready documentation, fiduciary standards adherence, comprehensive risk management procedures, and regulatory reporting capabilities that meet bank oversight requirements.

    Banks gain significant competitive advantages by empowering their existing trust staff with mineral.tech® technology that competing banks don't have access to. Your team becomes vastly more effective and efficient, delivering superior results that differentiate your bank in the marketplace.

    Our mineral.tech® platform offers API connectivity and data export capabilities for seamless integration with bank trust accounting systems. Trust officers have 24/7 secure access to real-time asset performance, reporting, and analytics while maintaining audit trail capabilities for regulatory compliance.

    Valor has recovered $27M+ for clients through comprehensive revenue auditing, unclaimed funds recovery, and lease optimization. Banks typically see 10-30% increases in mineral asset performance through our systematic approach to revenue maximization and asset optimization for trust beneficiaries.

    Valor has recovered $27M+ for clients through comprehensive revenue auditing, unclaimed funds recovery, and lease optimization. Banks typically see 10-30% increases in mineral asset performance through our systematic approach to revenue maximization and asset optimization for trust beneficiaries.

    Unlike generic trust providers, Valor's specialized mineral expertise allows banks to offer sophisticated mineral management services that competitors cannot match. This creates competitive advantages, additional fee income opportunities, and enhanced client retention through superior specialized services.