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

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...

TRINLOGIX EXHIBITING AT 2017 BISA

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...

TRINLOGIX MENTIONED

Trinlogix has mention in recent BISA newsletter One Source regarding its Technology Award Winning 3d Cube.

TRINLOGIX WINS 2016 BISA TECHNOLOGY INNOVATION AWARD

Trinlogix was notified last month that it is a winner of the BISA 2016 Technology Innovation Award. The award honors technology advances in the financial services industry. BISA (Bank Insurance Securities Association) will host the annual BISA Convention March 15-18,...

TRINLOGIX LAUNCHES NATIONWIDE CAMPAIGN

Trinlogix launches nationwide Advisor awareness campaign. Trinlogix transforms the portfolio review discussion, as clients self-educate, self-profile and own their investment decisions. Traditional attempts to solve this problem have resulted in numerous print-outs of...

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