Trust Platform comes with an advisor dashboard for you and a client portal for each one of your customers.
- Track your client roster
- Manage and move client assets
- Collect and store documents
- Client sees your company brand in their portal
Get your clients invested into your own network of private deals through a secure, transparent,
and streamlined platform.
Create an Investment
Opportunity
Invite Groups of
Clients to Invest
Automate Tracking
& Reporting
Retirement money doesn’t need to stay tied up in vanilla stocks and bonds. By offering self-directed retirement investments, you can give your clients the ability to diversify their savings with asset classes they are familiar with.
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With over $12 trillion held in retirement accounts and an increasing desire for non-traditional investments, the opportunity for advisors to offer a more diversified investment strategy is vast.
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