Trust Platform™ provides TPAs a singular, fully digital interface that allows them to consolidate all functions related to their client’s accounts.
Provide a better user experience for your customers with a branded portal that gives them visibility into their investments, saving your business time and effort.
Trust Platform™ lets your customers invest in unique offerings that can’t be leveraged through publicly traded securities. Private Equity, Real Estate, Energy, and more can all be held in retirement & non-retirement accounts.Learn More
Now your customers can hold alternative assets within tax-advantaged and cash accounts. IRAs and 401ks are just the tip of the iceberg.Learn More