What Does It Do For Me
Whether you’re a financial planner, investment advisor, wealth advisor or mutual fund manufacturer, Trinlogix financial tools offer an array of features to help you spend your time more effectively and drive credibility among your clients.
Financial Advisor Software
Interactive and engaging presentations along with 3D visuals aid your ability to help clients understand their financials goals and growth. Simplified reports along with the ability to access financial reports anytime, anywhere make it easy and convenient for you and your client. Streamlined documentation allows every interaction to be tracked.
Fund Manager Software For Mutual Fund Manufacturers
Streamlined documentation automatically tracks all client interactions for compliance while custom branded white labeling provides a way to further differentiate from competitors. Simplified reports along with Interactive, engaging 3D presentations help you deepen client relationships.
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