Confident Breakaway Brokers
Hit the Ground Running
If you have a secure client list and are prepared to manage your own business, we have one of the only platforms with built-in back office services, high-efficiency trading, and comprehensive reporting capabilities for breakaways to hit the ground running.
There isn’t a need to research, purchase, integrate, or maintain third-party software, such as a portfolio management system or performance reporting package.
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Managed Accounts
In addition to the main services offered by Trust, you may also be interested in our managed account program. It is a unique program where you can leverage the money management success of other advisors on our platform.
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Realizing the Value
While other platforms offer you the ability to manage both fee-based and commission-based business on a single platform, you should consider your long-term goals.
If your goal is to move to a 100% fee-based business and build a leveraged business model, the Trust platform will likely bring you the best advantage in the long-run. It will help you keep your costs down, limit your staffing requirements, and poise your company for growth from day one.
