Name: Trust Platform
Author: American Estate & Trust

Communications Outsourcing

Customer Success

Help Desk

Web and Video Conferencing

Customer Support

Image Recognition

Java Technologies

Software Repositories

Development

Business Intelligence (BI)

Collaboration

Contract Management

Electronic Signature

Interactive Voice Response (IVR)

Supply Chain Management

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Benefits Administration

Corporate Learning Management

Credentialing

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Brokers

Cloud Storage

Data Center Infrastructure Management

Data Center Outsourcing (USA)

Data Mapping

Data Observability

Data Privacy Management

Fraud Detection

Governance, Risk & Compliance

Hyper-Converged Infrastructure

IT Asset Disposal

IT Asset Management

Integration Platform as a Service (iPaaS)

Log Management

Network Performance Monitoring

Operating Systems

Packet Analyzer

Single Sign-On

Smart Contracts

Software Defined Storage (SDS)

Software Distribution

Solid State Drives

Tape Storage

Unified Endpoint Management (UEM)

Virtual Private Cloud (VPC)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Digital Content Creation

Digital Signage

Email Management

Email Marketing

Marketing Automation

Social Media Management

Survey & Forms Building

Video Collaboration

Web Analytics

Marketing

Meeting Room Booking

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Acceleration

Sales

Animation

Building Information Modeling (BIM)

Equipment Rental

Insurance Suites

Investment Portfolio Management

Legal Billing

Public Sector Software

Tax Practice Management

Vertical-Specific

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Trust Platform™ is a digital investment hub designed for professionals who manage alternative assets. According to the vendor, this platform is tailored for financial planners and advisors, investment managers, deal sponsors, IRA administrators, and platforms. It aims to provide a centralized solution for managing investors, running deals, and allocating IRA funds, which can be beneficial for professionals in the financial industry.

## Key Features

**Streamlined Investment Operations**: According to the vendor, Trust Platform™ allows professionals to manage investors, run deals, and allocate IRA funds all within a single platform, potentially saving time and effort.

**Dual Portal System**: The vendor claims that Trust Platform™ offers a Business Portal and Investor Portal, providing a centralized control center for professionals to manage clients and investors, while also offering personalized portals for each user, potentially enhancing the user experience.

**Incorporate IRA Capital into Private Deals**: According to the vendor, Trust Platform™ provides tools and features to accept and allocate tax-advantaged dollars towards various private asset classes, simplifying the process of incorporating IRA capital into private deals.

**Efficient Portfolio Supervision**: Trust Platform™ aims to simplify the process of advising client portfolios and making investment decisions. The vendor states that it provides a user-friendly interface for professionals to monitor and manage client investments within the platform.

**Wide Range of Retirement Account Types**: Trust Platform™ claims to support various self-directed retirement account types, allowing investors to fund supported alternative assets using Traditional IRAs, Roth IRAs, Solo 401(k)s, SEP, HSAs, or Cash Savings Accounts.

**White-Labeling Options**: According to the vendor, professionals can customize the Investor Portal with their own branding, incorporating their logo, brand colors, and custom login domain, potentially ensuring a consistent user experience and brand presence.

**Comprehensive Investor Management**: Trust Platform™ is said to offer a range of tools and capabilities designed to elevate investor management practices, potentially streamlining operations, improving efficiency, and enhancing the investor experience.

**Centralized Investor Management**: According to the vendor, Trust Platform™ provides a centralized hub for managing clients and investors, aiming to make the process more efficient and seamless.

**Deal Operations**: Professionals can reportedly handle various aspects of their investment operations within Trust Platform™, from creating investment opportunities to inviting clients or client groups to invest.

**IRA Fund Allocation**: The vendor claims that Trust Platform™ enables professionals to allocate IRA funds towards various private asset classes, with features for tracking, reporting, and dividend payments related to IRA investments.

Covercy is a Banking-Embedded Investment Management Platform built for commercial real estate investment firms. It offers automated distribution & capital call payment processing, an Investor Portal, and APY yielding checking accounts.

Covercy

According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Basic

Premium

Platinum

RightCapital

Trust Platform

American Estate & Trust

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Trust Platform

Overview

What is Trust Platform?