Who We Serve
TRUEDGE
We are committed to delivering innovative solutions that provide advisors with a streamlined approach to investment management. We’ve designed our comprehensive platform with an entrepreneurial spirit, a commitment to our people and high expectations for consistency and excellence. Our core focus is helping you elevate your advisory practice…your way.
Independent RIAs: Leading the Way
As pioneers in financial planning and advocates for fiduciary standards, independent RIAs have set the bar for the industry. TRUEDGE offers the tools and support we believe Advisors need to scale operations and focus on delivering exceptional client service. We help you scale by outsourcing middle & back-office functions (such as trading, billing, model implementation, etc.), compliance oversight and regulatory reporting requirements.
Advisors on the Move
These advisors are committed to delivering unbiased, fiduciary-based services to their clients. TRUEDGE‘s support is designed to help you seamlessly operate as an IAR or establish your own RIA and focus on providing exceptional client care. Lean on us as you see fit, for all aspects of your business.
Corporate RIAs: Leading the Charge
Corporate RIAs, though similar in structure to broker-dealers, are fundamentally different due to their commitment and obligation to meet fiduciary standards. TRUEDGE offers a tailored enterprise platform designed to streamline operations and support your growth as you manage increasingly complex client needs.
Asset Managers: Partnering with RIAs
Asset managers appear to be recognizing the growing influence of RIAs in the financial services industry. Unlike traditional TAMPs, TRUEDGE offers a streamlined platform that connects your model portfolios directly to the RIA market. Our commitment to cutting-edge technology, personalized service, and competitive pricing supports us to meet the rigorous standards demanded by RIAs.
Ready to Accelerate Your Business?
TruEdge offers a full suite of solutions designed to streamline your operations and free up your time. From technology to portfolio management and back-office support, we’ve got you covered.