TrustFort provides you with a technology infrastructure that integrates with other providers. The platform allows other Broker Dealers and their Advisers to concentrate on high-value added work like client services and recruitment. We enable your firm to outsource non-core functions through a utility and set up the business with a greater operating leverage which leads to increased profitability.

With scale in the utility you can realize the investment needed to keep the utility updated and current. You are able to increase your data quality and oversight of the business, reduce operational and compliance risk, improve the Adviser experience with newer technologies that leverage mobile platforms and deliver information and tools to the hands of Advisers, wherever they may be.

TrustFort enables you to scale without the need for large capital expenditures and you will be able to convert a significant portion of your fixed costs to variable costs and maintain profitability through this uncertain financial climate.