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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.
Trizic’s SaaS model uses a contract-free pricing model that charges a percentage based on AUM, starting at 0.05%
Advisor and enterprise
Trizic's powerful software seamlessly connects clients, wealth management firms and the middle office elevating client satisfaction, efficiency and profitability.
VALUATION / MARKET CAP:
$20 M in 2017
DATE OF LAST FUNDING
SEED & PRIOR FUNDING
SEED CLOSED ON
SERIES A · --- · Jun 2017
Debt Financing: $725 k(Sep 2016) and Venture: $2 M(Dec 2015)
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