The Silicon Review - Best Business Review Magazine 50 Most Trustworthy Companies 2019 | Page 119

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At Trizic, we’re building cutting-edge tools that bring more
innovation and efficiency to the wealth management industry.
Our team has deep experience with retail bank and credit union
systems, and we’re committed to redefining the standards
and processes so that our clients can deliver high value, cost-
effective wealth solutions to their entire customer base.
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automating your own advice and driving more
profit.
Existing Integrations: Legacy technology is hard
to access. The company connects into your existing
core banking, trust, brokerage, financial planning,
and CRM systems. It provides a single pane of glass
that exposes all the data you already have
Modern Interface: Easily customize its white-
labeled user interface with your branding and
deliver the experience that your customers expect
Easy Deployment: Trizic’s team has deep
experience with retail bank and credit union
systems. Trizic’s understand your workflows,
guaranteeing a quick ROI
Automating Advisors Large & Small
Trizic has everything your firm needs to run a digital
advice solution that will increase your firm’s revenue
while driving down operating costs.
• White-LabeledUi: Easily customize its white-
labeled client interface with your firm’s logo, copy,
and more. Control your own messaging.
• Robust Advisor Portal: Trizic’s advisor portal
provides powerful practice management tools
and ongoing monitoring for all of your clients’ life
stages.
• Digital Account Opening: Trizic’s digital account
opening technology helps you rapidly open
accounts and remove friction from your paper-
based onboarding process.
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Multi-Custodial Support: Its API-based
architecture supports your traditional custodians,
as well as home grown custodial and clearing
systems.
Model Management: Create, update, and assign
model portfolios and set the frequency for
rebalances as well as drift parameters.
Role-Based Access: Advisors with larger teams
have the ability to control models at a firm-wide
level, or at the advisor level
The Power Behind Large Deployments
Trizic’s hosted platform was built from the start with
the enterprise in mind. Its technology was architected
and engineered to deliver cutting edge, end-to-end
digital wealth solutions to the industry’s largest, most
demanding players.
• Infinite Scalability: Trizic was born in the cloud
and moved rapidly to support load balancing,
service discovery, microservices, queues, and
containers.
• Enterprise Extensibility: The firm’s APIs connect
into myriad back-end systems while allowing its
customers to build their own mobile, web, and app
interfaces.
• Open Architecture: Its technology connects into
existing portfolio management systems, giving you
one single platform to distribute your own advice.
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