SPEND YOUR TIME MORE EFFECTIVELY WITH CLIENTS. WE’LL SHOW YOU HOW.

Trinlogix offers patented, award-winning investment performance measurement tools for financial professionals to provide clients with a clear, easy to understand 3D snapshot of their investment portfolio.

2018 BISA AWARD WINNER

Trinlogix has won the prestigious Bank Insurance and Securities Association (BISA) Technology & Innovation Award for three consecutive years!

SPEND YOUR TIME MORE EFFECTIVELY WITH CLIENTS. WE’LL SHOW YOU HOW.

Trinlogix offers patented, award-winning investment performance measurement tools for financial professionals to provide clients with a clear, easy to understand 3D snapshot of their investment portfolio.

WHO USES TRINLOGIX

Registered Investment Advisors

The Trinlogix platform is a perfect performance measurement tool for long-term investment strategies. Investment advisors can quickly and succinctly demonstrate investment performance over short and long periods of time. Understanding investments can be complicated. We keep it simple.
 
 

Financial Planners

Trinlogix software represents empowerment for financial planners to help your clients quickly and easily. Financial planners can best meet the financial goals of clients when clients understand their
financial data.

Wealth Advisors

As a wealth advisor, you know the importance of building strong client relationships that increase engagement and build wealth portfolios. Our financial technology helps you manage private wealth in the most efficient and clear way possible.
 
 

Mutual Fund Manufacturer

Our platform features help mutual fund manufacturers spend time more effectively and drive credibility among clients. Trinlogix technology provides enhanced client experiences compared to traditional platforms.

Product Features

Trinlogix offers an array of features to help you spend your time more effectively and drive credibility among your clients.

Full Integration

Trinlogix has the ability to fully integrate its tool into a website or other portal.

API First Approach

The software has the API carry out actions on its behalf using authorization tokens.

Operating System

The software will support the following operating systems: iOS • Android • WebGL

Database Server

The database has unique users, which limit what data certain parts of the software can access.

OUR VALUED PARTNERS

Financial technology (FinTech) brings innovation to the delivery of financial services that provides a
better, clearer client experience compared to traditional, non-technological financial reporting methods.
We beat the glossy-eye syndrome and make life easier for financial professionals and their clients.

Learn MoreSubscribe Today

WHAT OUR CLIENTS ARE SAYING

"It quickly highlighted my unique service"

Jesse K, Adviser

“The cube answers my clients’ questions visually.”

Jeff L, Adviser

“This puts me way ahead of the competition.”

Casey M, Adviser

“I didn’t expect to see the differentiation as clearly as I did using Trinlogix. It quickly highlighted the unique service I’m providing my client.”

 Jesse K, Adviser

“This will save 20 minutes per meeting. That’s easy money.”

Jack S, Hedge Fund Analyst

“It’s like putting a seatbelt on my practice.”

Mary, Compliance

Ready to give Trinlogix a try?
Request a Demo Today!

See our award-winning investment performance tools in action.

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CONNECT

530 N. 3rd Street
Suite #320
Minneapolis, MN 55401
Email: info@trinlogix.com

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