Accelerate Your Wealth Management Business. Online.


A Complete Digital Advisory Platform.
For Your Clients.
For Your Firm.


Built to augment, not replace, your advising acumen, Trizic Accelerator is an investment agnostic, cloud-based application offering an end-to-end digital advisory service. Trizic Accelerator allows you to be connected – on your desktop or on the go and features an intuitive user experience 24/7 for easy client account access from any digital or mobile device. It uses the same data security as banks, integrates with your existing back-end technology, and is branded as yours, not ours.


How Can Trizic Accelerator Move Your Business Forward?

By connecting you to your clients. Online.

Not just a portfolio management tool or simply a client portal, Trizic Accelerator‘s a powerful solution that can jumpstart your investment advisory business into the digital age, keeping you connected whether you’re at your desk or on the go. From our beautifully simple customer experience, designed to attract next generation investors to our easy-to-use, Accelerator Console, you’ll have all you need to launch your online wealth management business in weeks –not months.

Learn more

What Our Clients Think

“Trizic is our gateway to the future. They help us attract digitally savvy investors today that we believe will become our high net worth clients tomorrow.”

– Peter Mallouk
President, Creative Planning


Accelerate Your
Business Online

You’re already halfway there.

Complete the contact form and we’ll respond within 24 hours to talk with you about how we can help accelerate and grow your wealth advisory business online.