Trinlogix creates a better experience for advisers and their clients. The Trinlogix 3D Viewer Tool is based on a patent that allows for the display and drill down into big data like no other.
Integration Features
  • Access critical Veo client data such as account information, balances, positions and history.
  • Leverage Veo client data to track every time a fund or portfolio is viewed by automatically creating interaction reports.
  • Cut up to 20 minutes off client presentations by utilizing the 3D Viewer to quickly answer questions visually.
  • Assist analysts in doing deep level analytics by utilizing the drill down feature of the 3D Viewer Tool.
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