FinovateSpring 2015 / Trizic

Presenter Profile:

How they describe themselves: Trizic is an innovative technology company creating next- generation digital wealth management solutions for financial firms, so they can compete in an increasingly connected and competitive world. With the rapid adoption of digital technology, today’s consumers want to manage their money online and work with their wealth managers there, too. Whether firms are looking to serve the needs of their clients’ children, investors who are not yet in need of full-service wealth management, or even their digitally savvy existing clients, Trizic can help them meet their clients where they increasingly are – online. Our powerful technology solutions can help financial firms accelerate the way they deliver advice in the digital world.

How they describe their product/innovation: Trizic Accelerator is an elegant, cloud-based digital investment advisory platform. It comprises two elements: a beautifully simple, customized online experience for investors; and a powerful, back-end console that automates portfolio management, securities trading, rebalancing, compliance reporting, and client billing. Using Accelerator’s sophisticated technology, financial firms will be able to serve clients across all mobile devices, in a more scalable and productive way by augmenting, not replacing their high-touch, full-service business models.

Product distribution strategy: Business-to-Business (B2B), through financial institutions


Bus. Dev.:
Sales: Michael Ghodousim, Sales Associate,

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