Technology Built for Modern Wealth
Technology is changing the way that the wealth management industry does business. At Trace, we are ahead of the curve in technology and we have a commitment to our clients to keep it that way. From the best information reporting platform to the most robust financial planning software in the industry, we continually commit ourselves to providing the most current and user-friendly technology experience available.
Our goal in implementing our tech stack is threefold:
- Empower clients by giving them access to all of their financial information any time they want it.
- Display and relay information in a way that is meaningful to each client individually.
- Provide the most secure data storage and user experience available.
Historically, wealth management firms have wanted clients to access as little of their information as possible so that the firm could play the “middle man” and only increase their clients’ perceived reliance on them. At Trace, we’re secure enough in our value proposition to know that we can give you on demand access to all of your information and you should be able to do with it as you please.
Your online portal is customized to you with the information you want,
laid out in the format you enjoy.
Whether it’s a financial plan that you can change on the go or current performance monitoring at your fingertips, we want you to own your own data and we want to help you to make it mean something to you. Additionally, you’ll be able to enjoy this experience with the added convenience of having all of your information in one secure virtual locker.
We don’t just provide better technology because it looks good,
we provide it because you deserve it.
Check out a few of our technology partners below: