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Home | TrustFort Portfolio Accounting Solutions

Innovative, cost-effective partner for independent broker dealers and financial advisors, providing turnkey portfolio accounting systems and service teams in developing data processing systems and IT solutions for the financial services industry

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CONTACTS AT ADVISORYPLATFORM.COM

TrustFort LLC

Atindra Barua

400 T●●●●●enter

Wo●●rn , MA, 01801

US

1.61●●●●0271
ab●●●●@trustfort.com

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TrustFort LLC

Atindra Barua

400 T●●●●●enter

Wo●●rn , MA, 01801

US

1.61●●●●0271
ab●●●●@trustfort.com

View this contact

TrustFort LLC

Atindra Barua

400 T●●●●●enter

Wo●●rn , MA, 01801

US

1.61●●●●0271
ab●●●●@trustfort.com

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Innovative, cost-effective partner for independent broker dealers and financial advisors, providing turnkey portfolio accounting systems and service teams in developing data processing systems and IT solutions for the financial services industry
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1 portfolio accounting software
2 portfolio accounting outsourcing
3 portfolio accounting and reporting software
4 portfolio management and accounting system implementation
5 investment management software
6 asset management
7 broker dealers
8 Portfolio Insight
9 financial advisors
10 investment reports
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about us,services,case study,careers,press,the trustfort advantage,volume matters,sitemap,faqs,terms of use,privacy statement
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Home | TrustFort Portfolio Accounting Solutions | advisoryplatform.com Reviews

https://advisoryplatform.com

Innovative, cost-effective partner for independent broker dealers and financial advisors, providing turnkey portfolio accounting systems and service teams in developing data processing systems and IT solutions for the financial services industry

INTERNAL PAGES

advisoryplatform.com advisoryplatform.com
1

TrustFort Mission Statement

http://www.advisoryplatform.com/TrustFortMissionStatement.htm

Letter from our President and CEO. Our mission is to increase the operating leverage of our clients through integrated technology solutions and more efficient use of resources.

2

careers

http://www.advisoryplatform.com/careers.html

Sales and Marketing Managers. The duties include :. Identify new revenue streams, marketing, and product initiatives to deliver goals. Pursue new clients such as Independent Broker Dealers, Registered Investment Advisors, Third Party Investment Advisors and/or the Registered Investment Advisory sides to Broker Dealers. Determine appropriate marketing and sales strategies. Hours : 40 hrs / week. Applicant must have :. Mail your resume at : HR. Trustfort LLC, 400 Trade Center, Suite 6890, Woburn, MA 01801.

3

IBD Case I

http://www.advisoryplatform.com/resources.html

IBD Case I - Portfolio Accounting System and Data Migration for an Independent Broker/Dealer based in Massachusetts. Privately held, independent broker/dealer. Approximately 1,400 independent financial advisors and financial planners. Provides "back office services, including processing investment transactions on behalf of advisors’ clients. Offers practice development consulting/support. Design portfolio accounting system and the various performance and analytics capabilities. Total Households 450 K.

4

Videos

http://www.advisoryplatform.com/Press.html

How technology is changing wealth management. Tiburon CEO Summit XXII Session Moderator, Atindra Barua President and CEO of TrustFort speaks about the future of Financial Planning and the client of the future. Open source portfolio accounting for the hands-off masses who will demand instant information regarding their accounts? Released on April 19, 2012. TrustFort targets broker-dealers and large RIAs with its scalable back office solutions. Released on Jun 23, 2012. Released on Jul 2, 2012. TrustFort i...

5

testimonials

http://www.advisoryplatform.com/testimonials.html

What others think about us. By reworking the design and taking charge of the development of the first products on our eCommerce platform, the people of TrustFort made sure that we got the first mover advantage in this space. Head of State Street Global Markets. Global Head of Foreign Exchange and Money Markets. Chairman of The FX Committee. An Industry Organization advising the Federal Reserve. Professor Kenneth A Froot. André R. Jakurski Professor of Business Administration,. Graduate School of Business,.

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