Trinlogix, Llc

Description

• Why did you become an Investment Adviser?To make more money, and to provide a return on investment for your clients and yourself.Client asks Adviser:Why didn't my account perform like the S&P 500?Adviser's answer to client:Your portfolio didn't return the same amount because it's not the same. Look at this image to see why.At Trinlogix, the innovative 3D platform helps you to visualize, communicate, & explore your investment data on one screen.The straightforward view merges your key data into a single visualization, creating an interactive picture of your investment portfolios. By easily communicating your style, you've gained more time back from your client meetings and provided a unique way to get referrals.Make You More Money:The Innovative technology attracts new clients = Increase AUMAllows you to display detailed information in a way that is much more easily understood by the people you serve = time savings=more meetingsOversee your competitors Asset AllocationIncrease Assets Under Management:Advisor clients visually see your differentiation creating immediate valueAdvisor creates comfort thru easy to understand visualization=more comfortable the client the more $ they will give youBetter Referrals:Appeals to existing clients deepening the relationship = better referrals
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  Headquarters:5990 Lake Linden Court , Excelsior, Minnesota, United States

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  Phone Number: +1 612-373-9830

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  Website: https://www.trinlogix.com

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  Employees:6

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  Revenue:$1 - 10M

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  Legal Name:Trinlogix, Llc

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• |  NAICS Code: 541213  |

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