Real engagement. Real guidance. Lasting results.
Give your clients clarity, confidence, and connection with an engagement platform built for advisors.
90% of clients say advisor engagement matters – Troutwood delivers it, at scale.
Survey by Financial Advisor Magazine
Transform client engagement.
A platform that extends your reach and strengthens your outreach.
Dedicated advisor dashboard.
With a multi-modal platform that positions you and your practice at the center of your customers financial lives.
Stay connected.
Your clients already carry their financial lives in their pocket. Troutwood gives you the platform to be there with them.
Bridge to next generation.
Engage the next generation by including children and grandchildren in the planning journey.
Control the message.
Scale your impact directly to plan participants through sponsors without need for record keeper integration.
Be the center of your customer's financial journey.
And the hero of their financial story.
Highly Recommend
Troutwood is an amazing resource for learning how to manage personal finances. I'd highly recommend the program for anyone wanting to earn a better understanding of their money...
Must Have App
This app has allowed me to manage my finances and stay more organized with budgeting. I have a plan moving forward in my life to stay financially stable which takes the money stress away fro me. I highly recommend this app!
The Best Finance App out There
Troutwood is a company that gets it. Their apps are designed with financial literacy in the forefront of all they do. As a finance teacher it is at tiems tifficult to engage students in distant goals and concepts Not anyomore!