About

Trizic provides enterprise-class, digital investment technology to wirehouses, brokerages, asset managers, banks and Registered Investment Advisors. The company's flagship solution, Trizic Digital Advisor, is a turnkey, cloud-based managed investing solution. It automates everything from lead generation and model selection, through portfolio monitoring and rebalancing. Advanced optimization algorithms execute trades that are compliant, tax-aware and meet fiduciary obligations. Trizic Digital Advisor is investment-product agnostic and accommodates ETFs, mutual funds, and equities. It helps financial firms serve digital-savvy clients, and manage accounts of any size, at scale. Trizic is a technology company and has no direct-to-consumer digital advisory offering. For more information, visit www.trizic.com.