Accelerate Your Wealth Management Business.
Trizic Accelerator. Beautifully simple software that empowers you. Grow client relationships. Increase revenue. Streamline business efficiency.
Why Provide Investment Advisory Services Online?
Because your clients and prospect investors are there.
In a world of faster, connected client experiences are mandatory for winning. Customers live – and invest – online. But many lack financial expertise. And if you don’t guide them, someone else will.
Like a good wingman, Trizic helps keep you out front.
APIs that Level the Playing Field.
Create. Compete. Control.
When you build your own completely customized front-end client experience and plug into our powerful back-end you create a digital advisory service able to compete with today’s leading online investment firms, engage your customers and enhance your efficiency and overall profitability.