For Advisory & Wealth Firms

Four meetings a year. Present for the other 361 days.

Meet quarterly, twice a year, once - or maybe more. Whatever the cadence, financial decisions happen between meetings. Troutwood keeps your guidance, expertise, and practice present when those decisions happen - and gives your team visibility into what changed before the next conversation.

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You are not paid for the hours you spend in meetings. You are paid for what happens between them.

The gap

Money decisions don’t wait for scheduled meetings.

A job offer in March. A car in June. A parent who needs care in October. Financial decisions happen in real time - often months after the last conversation and months before the next. Troutwood helps keep your guidance present when those decisions happen.

361 days a year when life happens between quarterly meetings

Four meetings still leave 361 days between them. Troutwood extends your guidance and relationship into those moments - without adding another meeting to the calendar.

  • Decisions you hear about afterwards

    By the time the next review comes around, the money may have already moved. You are reacting to a decision instead of helping shape it.

  • A book capped by your calendar

    Great advice takes time, and there are only so many hours in the day. Troutwood helps extend your reach across more households without requiring more meetings.

  • Heirs who have never met you

    The next generation may inherit the assets without inheriting the relationship. Troutwood gives you a way to begin building that relationship before the wealth moves.

A year, in one picture

Leverage your expertise. Not your calendar.

Your clients make financial decisions year-round. Troutwood keeps your guidance present between meetings, so time together can focus on what matters most.

There for them every day.

The plan stays current. Your guidance stays within reach. When life happens, clients know where to turn - and your team knows where to help.

Implementation

Live in weeks. We do the heavy lifting.

No implementation team to staff. No new headcount to add. Four steps—and the first three are ours.

  1. We stand it up

    We fit Troutwood to your practice, your clients, and the way you serve them. Your team doesn’t have to build anything.

  2. You Reach every household

    Extend your experience across the households you serve, with your brand and expertise present from the start.

  3. They stay connected between meetings

    Clients keep moving on their plan - saving more, addressing debt, preparing to invest, and taking next steps as decisions arise.

  4. You know where to help

    See what changed, what was completed, and where guidance may be needed - so your time goes where it matters most.

Always Connected

One relationship. Seen from both sides.

The five financial shields on a client’s phone: plan, likelihood, adequacy, emergency and on track, summarised above them as four strong and one needing attention.

Your clients

What a clients gets.

  • One dynamic home

    Where they stand today, what changed, and what comes next. Their financial life, plan, and progress in one clear view.

  • Plain words, no jargon

    Complex financial decisions made easier to understand—and easier to act on.

  • Your expertise within reach

    Your practice, guidance, and next steps stay present as financial decisions arise.

  • The next generation, included

    Bring children and grandchildren into the financial journey earlier, building familiarity and relationships before wealth changes hands.

The overview card in the Troutwood console: a headline score of 9.3 across the whole book, beside 14 total participants, 15 total plans and 1 non-participant.

Your practice

What you get.

  • Your whole book, one view

    See progress, engagement, and needs across every household you serve—not only the clients you spoke with most recently.

  • One connected financial picture

    Plans, goals, accounts, progress, and activity come together in one place, giving your team a clearer view of each relationship.

  • Secure AI, built in

    AI helps organize information and surface insights, so your team can spend more time applying expertise where it matters.

  • More time where it matters

    Spend less time assembling information and more time guiding the clients who need you.

The experience

One platform. Two ways in.

A consumer-grade app for your clients. An enterprise-grade console for your team. What happens on one side informs what happens on the other.

One client’s record in the Troutwood console: Jim Smith, 34 years old, scored 7.1 on a red-to-green scale, with five shields underneath reading plan 100 per cent, likelihood 95 per cent, adequacy 66 per cent, emergency 95 per cent, and on track 90 per cent.
The household whose review is on Thursday. Five shields, one financial picture: plan, likelihood, adequacy, emergency, and on track. You know where the conversation needs to go before you sit down—not forty minutes in.
The client table inside one segment of the book: first name, last name, score and plan status for five people. Four are green, between 7.2 and 9.5, with a plan in place. One, Bradley Soalt, is flagged in red at 5.6 with no plan.
Every household in your practice. The same measures, household by household, row by row. See who is on track, who needs attention, and where your time can make the biggest difference. Bradley Soalt at 5.6 with no plan isn’t hiding inside an average. He’s on your list this week.
A segment’s performance panel in the console: a headline score of 8.8, plan coverage of 95 per cent, likelihood of 88 per cent, and adequacy of 90 per cent.
And the group they’re part of. Cut the book the way your practice is actually shaped. See coverage, likelihood, adequacy, and more across any group—then move directly to the households and people behind it.
The Troutwood app home screen, headed My Team, with the marks of the organizations serving this person. A feed from those teams leads with updated financial targets received today, then a new incentive from a week ago, then $108.05 across five recent transactions, and a checklist reading 57 per cent complete, 17 of 30 steps done across four areas.
You, on the home screen. Your practice is present from the moment they open the app. Your guidance, next steps, and actions show up where clients already are.
Choosing a strategy for a Roth IRA in the Troutwood app. Three strategy cards sit in a row, one of them already applied, above a projection reading $2.5M at age 67 and a bar chart comparing every five years from 2020 to 2050 with and without that strategy.
And what they’re doing. Guidance ends in action. Clients see the impact before they make the decision. You see the movement when they do.

Fit

Built to fit the practice you run.

  • Your brand, your experience

    Troutwood is an extension of your practice, with your brand and expertise present throughout the client experience.

  • Any book, any size

    From an independent advisor to an enterprise wealth firm or division, Troutwood scales across the clients, households, and teams you serve.

  • Fits the technology you already have

    Custodian and recordkeeper agnostic. Troutwood complements your existing technology and workflows—without asking your practice to rebuild around us.

  • Built to keep clients engaged

    Plans, progress, goals, and next steps give clients a reason to return—keeping your practice present as their financial lives evolve.

How Troutwood earns trust

Built for the questions your compliance team will ask.

  • Conflict‑free by design

    We do not sell products, take commissions, or accept payment for placement. Our incentives stay aligned with yours and your clients’.

  • The relationship stays yours

    We do not market to your clients, cross-sell them, or route them somewhere else. The relationship is yours, and it stays that way.

  • Client data is never sold

    It belongs to the client and your practice. It is never sold, brokered, or turned into somebody else’s lead list.

  • Security first

    Encryption in transit and at rest, independent audits, and least-privilege access across every system that touches a record.

You built your practice. Troutwood makes it stronger.

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