| Name | Title | Contact Details |
|---|---|---|
Bonnie Page |
Chief Legal Officer | Profile |
White labeled and enterprise class from the start, Trizic sought to enable, not compete, with our advisor and enterprise customer base. While other companies tried to replace wealth managers with investor-direct robo solutions, Trizic recognized that wealth advisors were critical to successful financial outcomes for their clients. Trizic works closely with advisors, banks, credit unions, broker dealers, and asset managers to leverage technology that supports and enhances a wealth manager`s ability to deliver meaningful results for their clients.
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