Media

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...

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...

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...

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...

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...

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....

September 16, 2020: Ted Toso presented 2 sessions at the Integrated Advisors Network Advisor Summit 2020. In this 3 minute video, learn about how Peter Andersen of Andersen Capital Management leverages Trinlogix to differentiate his firm by simplifying and enhancing...

Trinlogix Overview  

MINNEAPOLIS, MINN. – The Bank Insurance and Securities Association (BISA) recently recognized Trinlogix, LLC with a 2017 Technology Innovation Award. Trinlogix was recognized for the addition of automatic Interaction Reports™ to its patented interactive...

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...