Advisor Benefits

Trust focuses on one market: Registered Investment Advisors. Such a singular mindset allows us to truly understand what you need to succeed. And what keeps you up at night.

We also know that advisor firms come in all kinds of shapes and sizes, so we have crafted a series of solutions designed to resolve a spectrum of advisors’ needs.

• All Advisors – Regardless of your trading style or business model, Trust’s offerings provide an abundance of time-saving applications and tools that will enhance your firm’s operations.
• Passive Asset Allocators – Our streamlined rebalancing process and simplified cash flow management tools allow you to spend more time on growing the business.
• Active or Mixed Asset Allocators – Trust’s high-efficiency trading platform removes the processing logjam from the transaction equation, freeing the account base for another trade in a matter of seconds.
• Selling Through Others/TAMPs – Registered reps, solicitors, bankers, and other advisors can rapidly accelerate growth in a practice’s assets under management. Trust’s tools can help you effectively build and manage such a sales force.
• Confident Breakaway Brokers – If you’re looking to establish a 100% fee-based business with an existing group of clients, our platform can help you make the jump.
• Smaller Advisors and Sole Proprietors – Trust can shrink your overhead as it offers back office services, high-efficiency trading capabilities, and comprehensive reporting in a single package that eliminates the need for third-party software.