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:
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
JPass Online
- Commission statements online (most recent and historical statements)
Charles Schwab - has a premier web-based advisor platform, Schwab Advisor Center, built specifically to meet the needs of today's independent financial advisors. Schwab Advisor Center offers what you'll need to manage and grow a successful advisory business.
RBC Correspondent Services - has a strong history in the clearing business and offers comprehensive clearing and execution services for independent broker/dealers.
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
