Trust Platform Overview

Trust Platform is an investment management software designed to help financial institutions, asset managers, and individual investors manage their portfolios, analyze investment opportunities, and track financial performance. The platform offers powerful tools for portfolio tracking, risk analysis, and asset allocation. Trust Platform’s real-time data and analytics capabilities allow users to monitor market trends, evaluate investment strategies, and make informed decisions. The software also includes performance reporting features, enabling users to generate customized reports on portfolio performance, including return on investment (ROI) and asset growth. With its secure cloud-based infrastructure, Trust Platform ensures that all financial data is protected and accessible, making it an essential tool for managing investments and growing wealth.

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Contact Details

  • Vendor Name American Estate & Trust
  • Founded
  • Location United States

Support

    NA


Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English, Portuguese, Spanish


Industries

Investment Management, Real Estate, Venture Capital

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Trust Platform Features

  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management

Trust Platform Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Trust Platform FAQs

Trust Platform is an investment management software designed to help financial institutions, asset managers, and individual investors manage their portfolios, analyze investment opportunities, and track financial performance. The platform offers powerful tools for portfolio tracking, risk analysis, and asset allocation. Trust Platform’s real-time data and analytics capabilities allow users to monitor market trends, evaluate investment strategies, and make informed decisions. The software also includes performance reporting features, enabling users to generate customized reports on portfolio performance, including return on investment (ROI) and asset growth. With its secure cloud-based infrastructure, Trust Platform ensures that all financial data is protected and accessible, making it an essential tool for managing investments and growing wealth.

  • No, Trust Platform does not offer a free version.

  • Yes, Trust Platform offers a free trial.

  • No, Credit Card details are not required for the Trust Platform trial.

  • No, Trust Platform does not offer an API.

  • Trust Platform supports the following languages:
    • English , Portuguese , Spanish

  • Following are the typical users of the Trust Platform:
    • Self-Employed , Small-Business , Midsize-Business

  • Trust Platform supports the following deployment:
    • Cloud Hosted

  • Trust Platform supports the following devices and operating systems:
    • Web-Based