Trust Platform

Trust Platform™ is a digital investment hub designed for professionals who manage alternative assets. According to the vendor, this platform is tailored for financial planners and advisors, investment managers, deal sponsors, IRA administrators, and platforms. It aims to provide a centralized solution for managing investors, running deals, and allocating IRA funds, which can be beneficial for professionals in the financial industry.

Key Features

Streamlined Investment Operations: According to the vendor, Trust Platform™ allows professionals to manage investors, run deals, and allocate IRA funds all within a single platform, potentially saving time and effort.

Dual Portal System: The vendor claims that Trust Platform™ offers a Business Portal and Investor Portal, providing a centralized control center for professionals to manage clients and investors, while also offering personalized portals for each user, potentially enhancing the user experience.

Incorporate IRA Capital into Private Deals: According to the vendor, Trust Platform™ provides tools and features to accept and allocate tax-advantaged dollars towards various private asset classes, simplifying the process of incorporating IRA capital into private deals.

Efficient Portfolio Supervision: Trust Platform™ aims to simplify the process of advising client portfolios and making investment decisions. The vendor states that it provides a user-friendly interface for professionals to monitor and manage client investments within the platform.

Wide Range of Retirement Account Types: Trust Platform™ claims to support various self-directed retirement account types, allowing investors to fund supported alternative assets using Traditional IRAs, Roth IRAs, Solo 401(k)s, SEP, HSAs, or Cash Savings Accounts.

White-Labeling Options: According to the vendor, professionals can customize the Investor Portal with their own branding, incorporating their logo, brand colors, and custom login domain, potentially ensuring a consistent user experience and brand presence.

Comprehensive Investor Management: Trust Platform™ is said to offer a range of tools and capabilities designed to elevate investor management practices, potentially streamlining operations, improving efficiency, and enhancing the investor experience.

Centralized Investor Management: According to the vendor, Trust Platform™ provides a centralized hub for managing clients and investors, aiming to make the process more efficient and seamless.

Deal Operations: Professionals can reportedly handle various aspects of their investment operations within Trust Platform™, from creating investment opportunities to inviting clients or client groups to invest.

IRA Fund Allocation: The vendor claims that Trust Platform™ enables professionals to allocate IRA funds towards various private asset classes, with features for tracking, reporting, and dividend payments related to IRA investments.