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All Advisors

To fully understand the value that Trust can bring, look over the services we offer to all advisors and especially look at those that are focused on your trading style or business model.

Below are some aspects of the Trust system that appeal to all advisors. On the following pages, we outline some specific benefits for select trading styles and business models.

Don’t stop here. This website is designed to touch on the highlights of our services. If you are curious to learn more, contact one of our sales representatives and they will help you explore the value Trust can bring to you.

Request a call from a Trust representative.

One, Real-Time Application

One of the fundamental differences at Trust compared to other custodians is that the Trust platform is a single application using real-time positions. This alone allows us to provide an array of features and services others cannot.

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High-Efficiency Trading

Another fundamental difference on the Trust platform is the platform was built to support high-efficiency trading. It is not based on a legacy brokerage platform like most other platforms.

The lowest common denominator on our platform is the investment model, not the account. The system is also built on an extended (multi-valued) relational data server. While the explanations behind these facts are quite detailed, the advantage is a state-of-the-art custody platform with high-efficiency trading.

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Personalized Service

While we often lead with our technology, one of the key differentiators of Trust from other custodians is our ability and willingness to provide personalized service.

This is clearly illustrated not only in the absence of a call center, but also in the depth in which we support you through your conversion and throughout your entire experience at Trust.

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Full Back Office Support

The amount of back office services are too vast to list here. They range from private-labeled statements to comprehensive online access for clients to tax lot and gain/loss tracking.

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Comprehensive Fee Management

Another operationally draining area for you may be the time and effort required to calculate and process your management fees.

Trust can easily handle your entire fee management process – completely eliminating this burden. We can do everything from calculating your management fee to debiting each client account to delivering your fees to you.

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Extensive Reporting

Since the Trust platform is a single application with built-in portfolio management and rebalancing, the amount of information we hold and can report on is extensive, including:

  • Portfolio Management Reports
  • Trading Reports
  • Performance Reports
  • Account Management Reports
  • Asset and Cash Management Reports
  • Fee Management Reports
  • Tax Reports
  • Representative Management Reports

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