Trinlogix announces Triplidata, the latest visual communication offering in their family of solutions serving the Registered Investment Advisor (RIA) community.
Ted Toso, CEO of Trinlogix co-presented with Peter Andersen of Andersen Capital Management ‘The Power of Dynamic Visual Marketing’ at the Integrated Advisors Network 2020 conference to showcase their new Triplidata technology.
Triplidata enables financial service professionals to leverage visual communication for client presentations that within 37 seconds captures attention with memorable content to simplify the message. This new enhancement to the Trinlogix legacy SaaS platform component library for Enterprise visualization solution can be utilized in the office or as a mobile app.
“Simplification of messages and minimizing jargon is going to be the theme for 2021.” said Peter C. Andersen, CFA and Founder, of Andersen Capital Management. “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.”
Triplidata is designed to implement seamlessly into an existing ecosystem, providing the user 100% control of privacy, security, and compliance. Users sign-in to a custom dashboard with all of their client accounts to create simple presentations that are interactive, engaging, and easy to prepare. One of the many advantages of Triplidata is its ability to act as a hub for multiple sources and vendors and consolidates that data into a single “one click-one page” mobile-friendly report. 40 pages of a traditional financial report now convert to an engaging and easy to understand image.
“Our goal is to help advisors convey stories because the data has a story.” said Ted Toso, CEO of Trinlogix. “When you use an interactive, unique visual, people are going to better remember what you’ve presented. Studies show that in 1 hour only 6 minutes are likely to be remembered with 2-D text. However, that same study found, with moving 3-D visualization, in 10 minutes they’re likely to remember as much as 6.5 minutes.”
“We are so pleased to have Trinlogix as part of our Integrated Alliance Program. They have been a true partner over the years and are one of the premier providers that we offer complimentary to all the advisors in our network.” stated Linda Pix, co-founder and Chief Relationship Officer of Integrated Advisors Network.
If you are interested in learning more about Trinlogix, or would like to set up a free demo, contact info@Trinlogix.com.
About Andersen Capital Management
Andersen Capital Management manages a credit-driven, concentrated, low turnover stock portfolio that incorporates a truly different esoteric stock selection process. It has a long-term investment horizon. Peter C. Andersen, CFA and founder, conceived and manages the strategy since its inception. A rare combination of experience in both equity and fixed income investing led him to formulate his strategy. Peter is a member of Forbes’ Investment Team and a regular contributor on CNBC and Fox Business News.
About Integrated Advisors Network
Integrated Advisors Network is a SEC-Registered Investment Adviser offering a “supported independence” business model to advisors who want to run their own business without bearing all of the cost and responsibilities associated with doing so. Through our strategic business alliances, Integrated Advisors Network provides an integrated back-office technology and services platform that allows advisors to establish their personally branded investment adviser practice, while leveraging the benefits of shared cost. We have created a unique and flexible environment that supports advisors during and after their transition to independence, and allows them to do what they do best: service their clients.