Technology
 

Trustmont Group provides technology, products, tools and systems that work hard to reduce your overhead and your workload.

Trustmont provides advisors with direct access to leading-edge tools and support systems including:

 
Portfolio Pathway  
   ●      Complete enterprise view of your clients’ direct or brokerage accounts
   ●      Morningstar-driven classification/asset allocation
   ●      Includes a client portal       
   ●      Integration with By All Accounts and E-Money
   ●      Daily, time-weighted returns calculations
 

KloudTrack

   ●      Paperless office and workflow 

   ●      Allows your branch to submit paperwork electronically to the home office (OSJ)

   ●      Creates a paperless branch office you can access anytime and anywhere you have an internet connection 
 

JPass Online

   ●      Commission statement online (most recent and historical statements)

 

LaserApp

   ●      Trustmont, as well as its custodians, have a number of forms on LaserApp

   ●      Allows you to pre-fill forms for many of the companies with which you work