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For more information about Trinlogix advisor technology applications and investment performance reporting software, contact us at info@trinlogix.com.

October 2021 Newsletter

“Helping people say ‘I get it.’” Because when people understand, the possibilities are endless. Trinlogix Advisor Value "Trinlogix provides a place to start and lead a conversation. It helps us to visually show the movement and what our clients need to do to...

Trinlogix Advisor Value: Mosaic Financial

"Trinlogix provides a place to start and lead a conversation. It helps us to visually show the movement and what our clients need to do to accomplish their goals. Everyone's lives are full and Trinlogix provides a great way to show results quickly and impactfully,"...

Trinlogix Summer Reading List for Financial Advisors

 Good Charts: The HBR Guide to Making Smarter, More Persuasive Data Visualizations A good visualization can communicate the nature and potential impact of information and ideas more powerfully than any other form of communication. A new generation of tools and massive...

Trinlogix June 2021 Newsletter

Being an Advisor is Tough.Meeting with Clients Should Not Be. Enter Trinlogix. The Only 3-D Visualization Provider Serving the RIA Wealth Management Community. https://youtu.be/b-UH77BZL4k Trinlogix Partner Spotlight: CircleBlack Trinlogix and CircleBlack have entered...

Trinlogix May 2021 Newsletter

Being an Advisor is Tough.Meeting with Clients Should Not Be. Enter Trinlogix. The Only 3-D Visualization Provider Serving the RIA Wealth Management Community. https://youtu.be/6Y2LT8TyUP0 Trinlogix Partner Spotlight: Copytalk Congratulations on being recognized as a...

Trinlogix Advisor Value: Financial Depot

https://youtu.be/6Y2LT8TyUP0 "Trinlogix gives us such a better visual representation. People interpret and learn differently. The cubes allow us to show detailed information in a simplified and straight forward manner, which is especially helpful with our Dividend...

Trinlogix March 2021 Newsletter

Being an Advisor is Tough. Meeting with Clients Should Not Be. Enter Trinlogix. The Only 3-D Visualization Provider Serving the RIA Wealth Management Community. Trinlogix Advisor Value: Andersen Capital Management “Simplification of messages and minimizing jargon is...

Guerdon’s Book launch

My friend, Guerdon Ely, has written a book using golf analogies from his days as a PGA Senior Tour caddie to explain investment principles.  He needs our help in making Lower Your Financial Handicap: Advice from the Financial Caddie a success.  The most important...

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