Security Master

Security Master

The TrustFort platform becomes an immediate asset as it comes with Advisor facing data that not only aggregates portfolio data across all the various locations of investment, but also gives the Advisor the ability to view portfolio information like gains and losses, performance, portfolio allocation and transactions over the full history of the client portfolios. The platform also comes with a number of reports that deliver the data instantly on demand wherever it is required. The client portfolio data is also householded across custodians and sources. Much of this consolidation is done automatically and reduces the advisor's burden of householding all of their client assets.