Bringing you live news and features since 2006 

Trizic launches tech engine for wealth management industry

RELATED TOPICS​

Trizic has launch the beta version of its platform, Trizic Accelerator.

Trizic unveiled the platform's capabilities at the FinDEVr Conference in San Francisco.
 
"Wealth management institutions are experiencing the squeeze of fee compression, using outdated technology and feeling the pressure to demonstrate value to clients and engage with them on their terms," says Brad Matthews, CEO and founder of Trizic. "We're seeing that clients want to interact with financial firms in a multi-channel way, as they increasingly expect their wealth management relationships to be managed digitally. To meet this demand, Trizic created Accelerator, a wealth management technology engine that redefines and streamlines how financial firms offer investment advice to clients. Trizic Accelerator allows advisors to put their focus squarely on gathering assets and engaging with clients."
 
Trizic Accelerator's technology engine creates back-end efficiencies by automating time-intensive tasks, such as portfolio management, rebalancing, compliance reporting and client billing. Its client-facing portal meets clients at their preferred channel, online, using a web-enabled device of their choice.
 
"Our unique approach means advisors now have the ability to efficiently and effectively launch a digital advisory business that meets their own needs and the needs of their clients," Matthews says.
 
Trizic Accelerator's open architecture API platform enables wealth management firms to create their own unique customer experience, using their branding, their messaging, and their financial planning approach. The API allows wealth management firms to connect their customised client portal to Trizic's back-end platform. Accelerator accommodates ETFs, mutual funds, and equities, allowing financial firms to implement their own investment approach for their clients.

Latest News

Figment Europe, a provider of institutional staking infrastructure, writes that it is solidifying its presence in the heart of Europe’s..
Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..

Related Articles

Ryan McCormack, Invesco
This year sees the 25th anniversary of Invesco’s QQQ, the USD240 billion ETF – the fifth largest ETF in the...
ETFs
The European ETF market achieved a record 28 per cent growth – reaching over USD1.8 trillion assets under management (AUM)...
Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by