TrustFort powers many back-office functions of small- and mid-size broker-dealers and is expanding its partnerships with RIA technology providers
Last week I introduced the first of three videos on TrustFort, a Woburn, Mass.-based technology provider (see TrustFort targets broker-dealers and large RIAs with its scalable back office solutions).
In the second video below, I asked TrustFort President & CEO Atindra Barua about the company’s background in aggregating and normalizing investment portfolio data and also about the latest partnership with AssetBook to enhance their go-to-market strategy.
(watch How TrustFort makes financial service companies more efficient on YouTube)
