Trinlogix Advisor Value: Andersen Capital Management

by | Jan 28, 2021 | Media

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

by | Dec 11, 2020 | Media

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

by | Mar 6, 2017 | Media

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...