Technology / Platforms
Trustmont Group provides technology, products, tools and platforms that work hard to reduce your overhead and your workload. Trustmont provides registered representatives and investment advisors with direct access to leading-edge tools and support systems including:
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Portfolio Pathway
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Complete enterprise view of your clients’ direct or brokerage accounts
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Morningstar-driven classification/asset allocation
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Includes a client portal
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Integration with By All Accounts and E-Money
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Daily, time-weighted returns calculations
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JPass Online
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Commission statements online (most recent and historical statements)
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TD Ameritrade - has a premier web-based advisor platform, VEO, built specifically to meet the needs of today's independent financial advisors. VEO offers what you'll need to manage and grow a successful advisory business.
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RBC Correspondent Services - has a strong history in the clearing business and offers comprehensive clearing and execution services for independent broker/dealers.
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LaserApp
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Trustmont, as well as its custodians, have a number of forms on LaserApp
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Allows you to pre-fill forms for many of the companies with which you work