Trizic Accelerator is an automated wealth-management platform designed to give financial firms what they need to succeed in the digital age—an investment-agnostic, cloud-based platform that enables them to launch a digital investment advisory
PRODUCTS & SERVICES:
Trizic Accelerator for Wealth Management Platform-portfolio automation and management, securities trading, rebalancing, compliance reporting, and client billing services.
Trizic Accelerator allows advisors to personalize the front-end client user interface to reflect their brand and client experience, giving the clients the digital access they desire while retaining full advisor control over portfolio management and investment options.
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Advisor and enterprise
Trizic's powerful software seamlessly connects clients, wealth management firms and the middle office elevating client satisfaction, efficiency and profitability.
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DATE OF LAST FUNDING:
SEED & PRIOR FUNDING:
SEED CLOSED ON:
bjo bjprqogmzdixkhms nidmaeahoerqabn efsvrtClosed: Jun 2017
SERIES A :
Debt Financing: $725 k(Sep 2016) and Venture: $2 M(Dec 2015)