The Trinlogix Tool allows you to present material in a clear concise manner that gets to the point.
Provide a tool to allow clients to drive investment conversations.
Take advantage of the automatically created “Interaction Reporting” within the Trinlogix Tool. It tracks all client engagement and includes E-signature capabilities for deeper compliance detail.
Quickly and easily compare portfolios or funds in interactive 3D while tracking performance from your desktop or mobile app.
Offering a view that no others offer in interactive 3D that’s easy to work with and a fun way to visualize portfolios and funds.
**Bureau of Labor Statistics, U.S. Department of Labor,Occupational Outlook Handbook,
2016-17 Edition, Personal Financial Advisors median hourly rate for Financial Advisors in 2015.
Select from the payment options below to subscribe to the Trinlogix Interactive 3D Viewer Tool. Trinlogix does not require a yearlong commitment. Contact us at any time to end your month to month subscription.
The software has the API carry out actions on its behalf using authorization tokens, with an accompanying user identifier (the user’s numerical ID). This API is a web service, and works via POST requests.
The software will support the following operating systems: iOS • Android • WebGL
Unity WebGL – latest version 5.4.1 is used to render the motion 3D cube view.
For the best security, the database has unique users, which limit what data certain parts of the software can access. Furthermore, the users are only allowed to connect to the database over a local connection within the same datacenter (DigitalOcean NYC3) This means that no database traffic travels over the Internet, and ping times are extremely low, leading to the highest level of efficiency and security.
All of Trinlogix’ services are highly secured. Our traffic passes over secure connections that utilize the most recent security standards, protecting user information from being accessed via all known SSL exploits. Our servers also use a strong Diffie-Hellman group (2048 bits) to ensure strong encryption keys.All of our publicly hosted services have an A rating from SSL Labs.
The Admin Console is the main user interface and allows user to carry out functions such as, but not limited to, creating portfolios, adding investments to portfolios & viewing portfolios. The admin console is hosted on the Web Server.
Users can create tokens that have a limited scope of access to a user’s account. This will allow third parties to interface with Trinlogix to carry out actions on the user’s behalf.
Single sign on capabilities readily available for integrations.
The Trinlogix Interactive 3D Viewer Tool is an API First design and has been built to be easily integratable with other software products. We are steadily forging new relationships and integrations within the fintech industry. If you have an interest in partnering integrating please contact our development team.
The Trinlogix patent is a system and method for the display of 3D data. What this means for the future of data presentation is the opportunity to bring clarity in the same way to industries such as health care, insurance, power/energy, defense or other governmental applications. Any industry dealing with big data will be able to tap into the Cube to offer more clarity. For further development in other industries Trinlogix is open to partnerships that explore how to best utilize this powerful tool in new markets.
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It’s very understandable and attractive.
A common Question – Why did my portfolio underperform the S&P 500? They are different and perform differently. This answers that question visually.
This will save 20 minutes per meeting. That’s easy money.
I didn’t expect to see the differentiation as clearly as I did using Trinlogix. It quickly highlighted the unique service I’m providing my client
A seatbelt to keep our practice secure.
A Recent MIT Study showed that 72% of people prefer a motion view versus a static view.
The Adviser’s job is to assist in setting client goals. Trinlogix can help achieve those goals in the reviewing and monitoring stages. By monitoring with more clarity, clients stay more engaged. When utilizing an innovative product like Trinlogix’s to view client portfolios, both the client and adviser win.
Percent Advisors Audited
SEC AUDIT PROCESS
SEC AVERAGE FINE
POTENTIAL SAVINGS USING TRINLOGIX