Passive Asset Allocators
The Trust platform has been recognized as the most advanced model-based trading platform in the market. It is the ideal platform for categorizing clients based on their risk profile, then selecting and managing investments for the group as a whole.
Our platform can increase your overall efficiency by giving you more flexibility in executing your investment strategies, streamlining your trading workflow, and eliminating data transfers and reconciliations.
Even if you already use an internal system or third-party software to ease your rebalancing process, you should look at the tools available on the Trust platform – we offer an advantage not found in third-party software solutions. You may find, as others advisors have, that you can retire your current rebalancing software.
For more information:
- Webpage: Rebalancing
- 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.
And with a simplified cash flow process, you can easily keep clients fully invested while maintaining your desired asset allocations without being limited by time or cost concerns.
For more information:
- Webpage: High-Efficiency Trading
- Mini White Paper: Integration and its effect on time and effort
- Podcast: Making Your Firm Scalable is Key to Long-Term Success
Realizing the Value
With the efficiencies gained by using the Trust platform, you can spend the extra time and resources for gathering more assets to plug into your model-driven strategy – especially since the number of steps and trading resources required for 10,000 accounts is essentially the same as it is for 10 accounts.
The Trust platform will help you reduce your costs, save time, limit your staffing requirements, and position you for unrestrained growth.