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Smaller Advisors and Sole Proprietors

While Trust helps advisors build large, sophisticated advisory firms, we also recognize that some advisors prefer to run a small company.

Limiting Staff

A key element of keeping a small business small is limiting the need to add staff. The Trust platform is the only platform that can provide you with a single source for back office services, high-efficiency trading capabilities, and comprehensive reporting.

With Trust, you could even eliminate your third-party software, such as your portfolio management system or performance reporting package. This would relieve the burden of reconciling data and maintaining the software, as well as eliminating their cost.

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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 larger money management firms on our platform to help enrich the investment strategies you offer to your clients.

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Realizing the Value

The tools larger firms leverage to create efficiencies within their organizations are the same tools you, the smaller advisor, can leverage to grow assets without growing the physical size of your business.

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