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Selling Through Others/TAMPs

No matter what your investment style, if you use some type of sales force – registered reps, solicitors, bankers, other advisors, etc. – to sell your money management capabilities, you can use better tools to manage that sales force more effectively.

Building a Leveraged Business Model

One of the essential tools for building a leveraged business model is a comprehensive, efficient platform. The ability to trade groups of accounts as simply as you can trade a single account is crucial to success. The ability to streamline portfolio and account management as well as other operational tasks is essential.

The Trust platform provides efficiency in all key operational areas – across any number of accounts. It gives you more flexibility in executing your investment strategies, streamlines your trading workflow, and eliminates data transfers and reconciliations.
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Simplifying Cash Flow Management

When using the Trust platform, it doesn’t matter how many accounts you have to manage -10, 10,000, or 100,000 accounts – – you can easily invest new cash or sell positions to fund distributions for an entire account base.

And since the system optimizes the investment of new cash or the positions sold for distributions across the account holdings, you can effortlessly maintain the integrity of your strategies.

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Managing a Sales Force

At Trust, we recognize more than just the advisor and their client. We have built an entire sales force management system that takes into consideration advisors, sales organizations (such as a broker/dealer, CPA firm, or Bank), a team of client representatives, and end clients.

We help you manage your representatives by reporting on their activities, by keeping track of their account associations, by providing them special access to their accounts online, and more.

Additionally, we have extended our fee management services to cover tracking and assisting with representative fee-split payments and facilitating fee-split payments through broker/dealers.

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Realizing the Value

Leveraged business models are Trust’s specialty. If you sell through others, you won’t find a more comprehensive set of tools in one place to help you manage your sales force, reduce your costs, limit your staffing requirements, and still be situated to grow without limits.

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