Trizic

Trizic Accelerator is an automated wealth-management platform designed to give financial firms what they need to succeed in the digital age—an investment-agnostic, cloud-based platform that enables them to launch a digital investment advisory offering and operate more efficiently and profitably with higher client satisfaction. Integrated with leading financial firms such as TD Ameritrade Institutional and requiring no set-up, Trizic manages the technology so wealth managers can focus on managing their business. Accelerator has two key components: a beautifully simple client-facing digital investing experience and an advisor-facing technology platform that powers the experience and automates many of a financial firm's required back-office tasks including portfolio management, rebalancing and more.  Freed from time-consuming tasks, financial firms that use Trizic Accelerator can focus on building client relationships and growing their business. Please contact us to learn more.