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
Investment Advisors & Financial Planners
The Trinlogix platform is a perfect performance measurement tool for long-term investment strategies. Investment advisors and financial planners can quickly and succinctly demonstrate investment performance over short and long periods of time. Understanding investments can be complicated. We keep it simple.
Mutual Fund Manufacturers & Wealth Advisors
We help mutual fund manufacturers spend time more effectively and drive credibility among clients. Trinlogix technology provides enhanced client experiences compared to traditional platforms.
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.
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: WOS, macOSX, Linux
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.
WHAT OUR CLIENTS ARE SAYING
Ready to give Trinlogix a try?
Request a Demo Today!
See our award-winning investment performance tools in action.
CUSTOMERS
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