Third-Party Software Interfaces

Trust has commonly-used interfaces available so you can export client information electronically from the Trust platform into your third-party software application. In addition to these interfaces, we also have three generic export formats available.

Trust is committed to ensuring that our product integrates with third-party software applications as best we can. Since not all third-party software applications are fully compatible with our account file format, you should evaluate each solution to determine if the interface meets your business needs.

Standard vs. Model Level Exports

Select third-party exports are available in a model-level format that translates an account with multiple investment models to multiple accounts in the portfolio management system.

Software Interfaces

The following portfolio management and reporting software interfaces are currently available.

• Accutrust Gold
• Admin Solutions
• Advent / ACD
• Advent / APX
• Advent / AXYS
• Advisor Assistant (Q309)
• AdvisorMart
• Albridge Solutions (model-level export available)
• Asset Book
• ByAllAccounts
• CAI-squared / Cap Analysts
• CIRStatements /Cambridge
• Captools/net
• dbCams (model-level export available)
• eMoneyAdvisor
• EZ Data
• IAS
• ING Smartworks
• Intuit PortfolioMinder
• Investigo
• KnowItOnline
• MoneyGuide Pro
• LincolnOmni / Lincoln Financial
• Omnisource / Jefferson Pilot
• OneView / AIG Broker/Dealers
• Orion / AdvisorLynx (model-level export available)
• PortfolioCenter (model-level export available)
• Power Optimizer
• Redtail
• TechFi, PORT2000 (model-level export available)
• Vision 2020 / AIG Broker/Dealers
• Wealth Monitor / SAI
• Wealthview / HTK
• WealthVision

Other interfaces available include:

• Investlink
• Financial Information Network / FIN
• Morningstar Advisor Workstation