Trusted advisors to coach you through key life events and complex financial decisions. One Trilogy; same goal, language, and process focused on delighting clients.
Focused on empowering advisors through targeted enhancements, integrations, and new applications to efficiently service Trilogy prospects and clients. Technology will be a differentiator in attracting new advisors to Trilogy. One and done data entry.
Customizing and enhancing the client and advisor digital experience through data. Monthly cadence releases provide digestible and consumable improvements reflecting continuous growth. Action is taken on feedback received.
Trusted life planners to help you navigate stages of life from savings and 401K Plan setup all the way to retirement
Knowledge transfer of tried and true processes to help young advisors grow and ensure long term sustainable Trilogy success
Monthly technology releases
Practifi enhancements including data remediation
Orion optimization and rollout
Data as an asset
Revamped Advisor and Client Digital Experience
Workflow automation
One Trilogy aligns the individuals, teams, and departments around a common vision for success
One Trilogy defines how we operate - same goal, same language, same processes
One Trilogy provides a robust, centralized platform for exponential growth