Run a more efficient practice. Build stronger client relationships. Support your compliance workflows. Portfolio insights, adviser tools and client reporting, together in the Trellia Adviser Portal.
Reporting that speaks your clients’ language.
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together as Trellia Wealth Partners.
Built around your working day.
Less time gathering information. More time putting it to work. Bring meeting preparation, client communications and investment review into a workspace built around the way you advise.
Prepare for meetings with portfolio insights, investment updates and practical adviser tools in one place. Spend less time switching between resources and more time on the advice that matters.
Help clients understand what they own and why it matters. Bring portfolio reporting, investment updates and educational resources into conversations that keep them informed and engaged.
Look through holdings and exposures, review portfolio performance and access the investment thinking behind decisions. Bring more context to your investment reviews and compliance workflows.
Your next step
Everything your practice needs in one place, with a team behind you that understands advice.
Prefer a guided tour? Request a demoSign up and verify your email on our secure registration screen.
Choose the portfolios, platforms and menus that are relevant to you, so the portal shows what you use.
Invite colleagues from your practice and work from the same portfolios, updates and resources.
A few useful answers
Everyone in the advice practice: advisers, paraplanners, client service teams, practice owners and licensees. It's built around the Betashares, InvestSense and bespoke managed accounts Trellia runs, and it's designed to fit your practice whether you use them today or are just getting started.
Create your account and verify your email. We then set you up with your practice and the portfolios you work with, so the portal opens on what matters to you. Already working with Trellia? You'll find your portfolios waiting. New to Trellia? We'll be in touch to learn about your practice.
Of course. Request a demo and we'll walk you through the portal using the portfolios and platforms your practice works with.
Yes. Invite colleagues from your practice, from paraplanners to client service, and everyone gets their own login to the same portfolios, updates and resources.
Bring your best to every client conversation.
