Company Information

Get to know trinlogix, llc

Trinlogix, LLC is a B2B SaaS (Software-as-a-Service) company that provides a technology platform designed to help financial advisors better communicate with their clients. The company's core offering turns complex financial data, such as investment portfolios and financial plans, into simple, interactive, and visual stories. This approach aims to enhance client understanding, engagement, and trust. Founded to address the challenge of ineffective communication in the wealth management sector, Trinlogix empowers advisors to have more meaningful and impactful conversations through its patented data visualization technology.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service

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trinlogix, llc

United States

Founded in

2007 (19 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.