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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 RECEIVES BISA TECHNOLOGY INNOVATION AWARD FOR ITS TOOL CREATING AUTOMATIC INTERACTION REPORTS™
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...
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 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 LLC TO EXHIBIT AT THE CFA INSTITUTE CONFERENCE: WEALTH MANAGEMENT 2014 STRATEGIES FOR PRIVATE CLIENTS
Trinlogix LLC announced today that it will be exhibiting at the CFA Institute Conference: Wealth Management 2014 Strategies for Private Clients. The conference takes place February 19-20, 2014 at the Hyatt Regency Orange County in Garden Grove, CA. The event is...
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...
TRINLOGIX PATENT PUBLISHED FOR REVIEW
Trinlogix notified its patent application has been published for public review by the US Patent and Trademark Office. Trinlogix patent pending innovation uses 3 Dimensional Portfolio Imagery to solve the vexing problem of creating easy to understand client portfolio...
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