Trinlogix launches nationwide Advisor awareness campaign. Trinlogix transforms the portfolio review discussion, as clients self-educate, self-profile and own their investment decisions. Traditional attempts to solve this problem have resulted in numerous print-outs of graphs and boxes that can confuse and over- whelm the client and make their decisions even more overwhelming.
Trinlogix’s easy to configure, use and explain portfolio rendering tool helps clients improve their ability to answer specific portfolio questions. The educational experience builds the relationship between the advisor and the client and positions the advisor as the trusted source for reliable answers to pertinent portfolio questions.
About Trinlogix, LLC.
Trinlogix is a pioneer in designing and using 3D portfolio rendering software to build deeper discussions with clients. Since 2006, Trinlogix has evolved from an idea to a full functional seasoned solution with real time updates.