Trizic logo

Country: USA
Year: 2014

  • Peter Mallouk (ranked as the #1 Independent Financial Advisor in the US in 2013) uses Trizic to attract new digital savvy investors. His bet is that they will become their high net worth clients of tomorrow
  • Trizic helps providing a digitized and simplified relationship between advisors and Investors. Therefore, it strengthen the satisfaction and engagement of the investors and helps the advisors take care of more customers

Value Proposition

Trizic is an IT company that provides easy-to-use solutions that connect clients, wealth managers and the middle office in order to elevate client satisfaction, efficiency and profitability

  • Trizic Accelerator is a user-friendly and intuitive platform that allows the Financial Advisors to automate time-consuming tasks such as portfolio management, rebalancing, compliance reporting and client billing
  • Accelerator is also useful to clients as it delivers portfolio information, performance reporting, money transfer, etc…
  • Trizic offers Asset Managers a powerful solution to deliver customize advisory to clients across digital channels without having to design, develop or maintain products themselves

Pricing & Conditions

  • Trizic’s pricing depends on the size of the Asset Manager’s portfolio and varies from 0.10% to 0.05%
  • Trizic Accelerator does not require a long-term commitment from the Asset Manager
  • Only available in the US

Differentiation

  • Asset Managers have the ability to interact in a multi-channel way with their clients
  • End users have 24/7 access to their portfolio
  • The objective of Trizic is not to replace traditional financial advisors, but to make them more efficient

Illustration

Trizic Accelerator short presentation’s video

Trizic’s quick overview of Trizic Accelerator features for the end consumer, watch here

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