Active or Mixed Asset Allocators

Facilitating Immediate Market Moves

High-efficiency trading is ideal for advisors who incorporate active management in their strategies. At the very foundation is model-based trading providing the ability to trade an entire account base in a matter of seconds, and be ready for the next action a moment later.

The Trust platform, recognized as the most advanced model-based trading platform available in the market, offers efficiencies not found in any other combination of third-party software and custodian. It can streamline your trading workflow and eliminate data transfers and reconciliations.

Best yet, you are not charged transaction fees*, so cost is never a concern when taking action.

For more information:

• Mini White Paper: Integration and its effect on time and effort
• Podcast: Making Your Firm Scalable is Key to Long-Term Success

* Equity trades have a minimal per share trading fee.

Supporting Your Strategy

Whether you use one investment model for all your clients, a multi-faceted core-satellite approach, or practice sector rotation, the Trust platform is built for you.

Our trading tools are designed to optimize almost any investment strategy – even if you don’t use investment models!

For more information:

• White Paper: Model portfolio functionality elevates money managerment success for all type of advisors
• Mini White Paper: What’s new on the back office front?
• Podcast: What’s New on the Back Office Front? (Model Tactics)

Simplifying Cash Flow Management

The Trust platform is one of the most efficient cash flow management trading platforms available today.

You will be able to gain valuable time and maintain the integrity of your strategies since the system helps you optimize across the account holdings the investment of new cash or the positions sold for distributions.

For more information:

• Webpage: High-Efficiency Trading

Realizing the Value

The efficiencies gained by using the Trust platform allow you to trade on your terms and to capitalize on immediate market developments. Along with the freedom to trade, you can reduce your costs, limit your staffing requirements, and still grow unbounded.