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