Trizic's technology combines portfolio management, trading, and operations into a single, enterprise grade platform.

Power and Flexibility in one Platform

0101
White Labeled
User Interface

Trizic’s platform offers a simple, white-labeled client interface. You can customize it with your company’s logo, copy, and more. If you prefer, you can design a custom interface.

0202
Flexible Model-
Based Trading

Create, update, and assign model portfolios reflecting your unique strategies. Use a mix of mutual funds, ETFs or securities. Update them as often as you’d like. When you do, our platform will automatically update all impacted accounts.

0303
Tax Optimized Portfolio
Management

Our platform automatically helps your clients achieve greater tax efficiency, maximizing capital gains while reducing tax burden. Our trade engine automatically avoids wash sales and early redemptions.

0404
Intelligent Cash
Management

Transfer money in and out of client accounts with ease. If unrestricted cash isn’t available, the optimal mix of securities to sell is auto-calculated.

0505
Convenient
Client Billing

Our billing solution calculates client fees. You define the billing cycle and rate. The platform creates and sends an invoice file to your custodian, who will debit client accounts and transfer funds to your firm’s sundry account.

0606
Automated Trading
& Rebalancing

The platform uses our proprietary technology to generate all trades including those for rebalancing. Of course, you’re in control, and can execute or cancel orders with a single click.

0707
Compliance
Reporting

Automated record keeping offers easy and flexible compliance reporting. Drift monitoring, archived portfolio changes, trade reporting, and investor suitability tracking help you stay aligned with your clients’ best interests.

0808
Simple User
Onboarding

Trizic leverages a simple, three step onboarding process  that supports paperless account opening. Onboarding also supports and simplifies paper-based ACAT systems.

0909
Flexible Asset
Types

Trizic’s investor-facing robo provides advice across multiple asset types including mutual funds, ETFs, and equities. Designed for simplicity and speed.

1010
Convenient
Money Transfer

Clients can easily move money into their accounts on an ad hoc, or recurring basis. Withdrawals can be automated or require advisor support depending upon your preference.

1111
Modular
Feature Set

Trizic’s technical architecture allows an advisor to cherry pick the platform features they want. Unused features can be switched on at any time without issue.

1212
Easy Document
Access

Clients can access account documents online anytime. These include account statements, trade confirmations, and tax documents.

1313
Rapid
Deployment

Built for high performance and ease of use, Trizic can have custodial-supported advisors live with their solution in a matter of hours.

Trizic’s platform was conceived and built as an enterprise class, multi-tenant solution with unlimited scalability. This isn’t some pivot from a consumer-facing solution. This is real end-to-end enterprise software for serious deployments.

Technology: Modern. Extensible. Robust.

0101
High-Performance

Trizic continuously monitors and employs smart automation to quickly resolve performance issues. We automatically generate additional resources to solve slowdowns, frequently before the latency even happens.

0202
Enterprise-Class
Security

Trizic works continuously to ensure that our systems far exceed security standards. We are DISA STIG, PCI DSSv3.1, and Veracode VL4 level compliant. We build from the ground up with Center for Internet Security (CIS) instances and add layers of encryption, authentication and key rotation from there.

0303
Infinite Scalability

Trizic was born in the cloud and moved rapidly to support load balancing, service discovery, micro services, queues and containers. We can grow at will without reconfiguring our platform. We can also withstand the failure of parts of our infrastructure, and keep running without interruption.

0404
Open APIs

Our philosophy is that we exist in a sea of incoming and outgoing data, and that it’s our job to normalize and deliver that data. Trizic’s APIs connect into myriad back-end systems while allowing our customers to build their own mobile, web, and app interfaces.

0505
Bank-Grade
Solutions

Trizic’s technology team has experience integrating into more than twenty core and online banking systems. Our platform is designed to adhere to a bank’s rigid security, risk, and compliance requirements

0606
Enterprise-Class Monitoring

Monitoring isn’t just knowing that something bad has already happened. Knowing in advance that resources are running low avoids downtime. Fault tolerance avoids downtime. Mix those with automation to allow rapid deployment of replacement or additional resources and you have the power to radically minimize downtime.

0707
Single Sign-on

Trizic’s platform supports single-sign on across multiple bank and advisory systems. This improves the customer experience, while also improving system security.

0808
Rapid Innovation

Trizic’s technical architecture enables on-the-fly feature development. This means we aren’t limited by traditional, monolithic product releases. We develop features and rapidly deploy them into the entire system. It’s the foundation for the fastest innovation in the industry.

0909
Seamless Integration

Trizic’s API-based system was conceived to provide a seamless path to combine disparate technologies from various partners. As a result, we can easily connect into and out of your, and your partner’s, IT systems.

 

We’d love a chance to show you what Trizic can do.

Request a free demo