Trust Platform for Advisors

A fully integrated solution for RIAs

Trust Platform is designed to remove manual processes from the day to day workflow of RIAs. Automate onboarding and reporting with a powerful portfolio management platform.

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Get Ahead of Your Competitors

An Unparalleled User Experience

Trust Platform lets advisors provide branded investor portals to their clients – so they can check their progress whenever they please.

Remove pen and paper from client onboarding
Automate performance reporting
Host the platform on your own domain

Consolidate Your Workflow

Manage Customer Portfolios From One Place

Leverage Your Business Portal to Manage Your Client Roster With Ease.

Invite customers to investments
Collect fees and payments
Digitally store client documents

Customize

A Consistent Experience for Users

Add your company branding to User Portals. Eliminate confusion and maintain the brand you’ve cultivated so clients feel right at home.

We also support hosting the platform on your own domain.

Diversify Your Portfolios

Various Account Types and Alternative Assets

Expand your offerings by allowing customers to hold non-traditional investments in their portfolios.

IRA

Traditional & Roth

SEP

Small Employer Pension Plans

Trusts

Business/Individual Trusts

401k

Individual or Spousal

Alternative investments:

Private Placements

Real Estate

Gas & Oil

Companies/Start-ups

Energy

Precious Metals

Overhaul Your Compliance

Our system will conduct necessary compliance measures so you can stay focused on your customers.

Enterprise-Level Security

Bundled Technical Support

AML/KYC/OFAC Compliance

Get Started in Three Easy Steps

We’ll get your business up and running with Trust Platform quickly.

Application Submission

Step 1

EIN Fiiling & Compliance

Step 2

Approval & Onboarding

Step 3