Troutwood offers digital connectivity and insight into your client’s budget, balance sheet and total financial picture. With customized and personal AI financial analysis at the client level and a document repository, Troutwood frees advisors to focus on client success.
Advisor Dashboard
Troutwood offers a user-friendly platform that streamlines your financial advisory services. Track financial progress, client goal achievement, and model important financial decisions.
Financial Planning Tools
Access a wide range of financial planning tools tailored to your clients' specific goals and aspirations. It’s as simple as having a plan.
Decision-Making Attribution
Benchmark important financial decisions against peer populations and client-specific objectives. Demonstrate the value of decision-making with detailed reports and KPI analysis.
Client-Facing App
An informed client is a strong client. Meet your customers where they are by providing Troutwood Pro, a 24/7 financial planning software application that connects you to your clients. Start your day with client-specific insights and action steps.