About Trust Platform

Trust Platform is an alternative investment hub designed to help businesses manage client assets. This solution allows firms to manage client accounts, create custom reusable templates, send bulk investment invitations, plus more. Firms can use Trust Platform to create branded investment portals with business logos, where clients can access portfolio status, link financial accounts, make deposits, and approve opportunity invitations.

From the Business Portal, firms can access multiple financial capabilities for their clients including fee collection, dividend payment and distribution, digital document management, and more. Trust Platform also provides a self-service Investor Portal to keep clients informed and provide full account visibility. Clients can view...


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Supported Operating System(s):

Web browser (OS agnostic)

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