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

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...

Trinlogix Advisor Value: Andersen Capital Management

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....

Advisor Summit 2020 Reel

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...

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