The Trinlogix team will be traveling to the annual BISA (Bank Insurance Securities Association) to present its latest updated tool. Come meet us at Booth 22 if attending.  Not only does the Trinlogix Interactive 3D Cube display portfolio and fund information in a new way, the latest version of the cloud based software tool also has added Interaction Reports™ that are automatically generated whenever the Cube is utilized. These interaction reports are a great way for advisors to have additional documentation demonstrating their fiduciary responsibility to their clients. One advisor likened the extra security to “a seat belt to keep our practice safe.”