Trizic Launches Technology Engine for Wealth Management Industry – Virtual

Silicon Valley Firm Empowers Wealth Management Industry With Scalability Through Automation and Ability to Meet Clients’ Digital Demands

SAN FRANCISCO, Sept. 30, 2014 (GLOBE NEWSWIRE) — Trizic, the technology firm providing a powerful wealth management engine, today announced the beta launch of its platform, Trizic Accelerator. Trizic will unveil the platform’s robust capabilities at the FinDEVr Conference in San Francisco on Oct. 1, 2014.

“Wealth management institutions are experiencing the squeeze of fee compression, using outdated technology and feeling the pressure to demonstrate value to clients and engage with them on their terms,” Brad Matthews, CEO and founder of Trizic said. “We’re seeing that clients want to interact with financial firms in a multi-channel way, as they increasingly expect their wealth management relationships to be managed digitally. To meet this demand, Trizic created Accelerator, a wealth management technology engine that redefines and streamlines how financial firms offer investment advice to clients. Trizic Accelerator allows advisors to put their focus squarely on gathering assets and engaging with clients.”

Trizic Accelerator’s intuitive, intelligent and responsive technology engine creates back-end efficiencies by automating time-intensive tasks, such as portfolio management, rebalancing, compliance reporting and client billing. Its elegant client-facing portal meets clients at their preferred channel, online, using a web-enabled device of their choice.

“Our unique approach means advisors now have the ability to efficiently and effectively launch a digital advisory business that meets their own needs and the needs of their clients,” Matthews said.

Trizic Accelerator’s open architecture API platform enables wealth management firms to create their own unique customer experience, using their branding, their messaging, and their financial planning approach. The API allows wealth management firms to seamlessly connect their customized client portal to Trizic’s back-end platform, powering robust portfolio management capabilities. Accelerator accommodates ETFs, mutual funds, and equities, allowing financial firms to implement their own investment approach for their clients.

Trizic’s institutional grade portfolio management platform, responsive customization capabilities, investment agnostic approach, and deep industry expertise set the firm apart from other digital advisory solutions for advisors.

“We’ve heard from our clients over and over again that they appreciate our commitment to empowering, not competing with, them,” Matthews said. “We are not an RIA or a broker-dealer, and our clients find comfort in that partnership compared with other digital advisory services.”

About Trizic

Trizic is a Silicon Valley-based technology company developing easy-to-use software solutions that connect clients, wealth management firms, and the middle office to elevate client satisfaction, efficiency and profitability. Trizic accelerates wealth management firms’ success through deep collaboration, maximum flexibility, and customizable technology platforms built for financial professionals’ and clients’ real-world investment needs. A technology company, not a registered investment advisor or broker-dealer, Trizic partners with, and does not compete with, wealth managers. For more information about Trizic, visit

CONTACT: Laurine Garrity
         (415) 366-6875
         Taylor Smith
         (720) 726-5458

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Tuesday, September 30th, 2014 EN

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