Watch the first in a series of video interviews with clients who share how Trinlogix adds value to their firm. In our first video, Peter Andersen of Andersen Capital Management says “Simplification of messages and minimizing jargon is going to be the theme for 2021. It’s not easy to simplify complicated things, but it’s very easy to complicate simple things. Trinlogix is a great example of how financial professionals can simplify complex processes and data when presenting to clients.”

Watch video here.