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.
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.