The platform

Two worlds. One connected platform.

The Enterprise Console and Troutwood app are two sides of one connected platform—helping institutions engage and guide, and people understand and act. Information moves both ways. Progress rewards both sides of the relationship.

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Bi-directional by design

What happens on one side informs the other.

Traditional platforms separate the institutional and consumer experiences. Troutwood brings them together. Guidance moves from the Enterprise Console to the Troutwood app. People take action. Progress flows back—keeping both sides informed and aligned.

  • Guidance goes out. Expertise and next-best actions reach people when they matter.
  • Progress comes back. Decisions and actions inform what happens next.

The round trip

From guidance to action and back again.

  1. Guidance

    Set in the console

  2. Delivered

    One step, in the app

  3. Action

    Open, move, contribute

  4. Progress

    Back to the console

Guidance goes out. Progress comes back.

One platform

Two entry points.

The console

Where the institution works.

  • One household record

    A complete view of each person’s plan, goals, accounts, investments, spending, and progress.

  • Recommended actions

    See what matters, what changed, and where guidance or action may be needed next.

  • Reach across your footprint

    Extend expertise across an entire customer or participant population—not only the relationships you can serve individually.

  • Measure what matters

    See engagement, action, and progress as they happen.

The app

Where the person lives.

  • One dynamic picture

    A clear view of where they stand, what has changed, and what might happen next.

  • Their team, by name

    The institution and professionals serving them remain visible and connected throughout the experience.

  • Action built in

    Move from guidance to action without leaving the experience.

  • Portable for life

    Their financial history, goals, and progress move with them through every stage of their financial life.

In the console

See the forest. And the trees.

Move from organization to group to individual. Configurable at each layer. Built to bring every level of your organization into focus.

The Troutwood enterprise console on an organization’s dashboard. The greeting names 1,402 employees taking control of their future. An organization overview card carries a headline score of 9.3 beside totals of 14 participants, 15 plans and 1 non-participant; a quick actions card offers adding a user, managing the account, generating a report, creating an incentive or sending a message; and a participant summary reads $18,825,100.00 of total wealth planned for across a median time frame of 29.1 years.
The organization, in one view. See participation, financial health, progress, and opportunity across the population.
A group’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.
A group, in focus. Understand how specific populations are performing across the measures that matter.
The participant table inside that group: 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 person within it. Move from aggregate insight to the individual people behind the numbers.
One participant’s record: 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.
One person, in full. See the plan, goals, financial position, progress, and actions that shape the individual relationship.

In the app

Their total financial picture. Made clear.

Their financial picture, goals, team, and next steps come together in one connected experience—so they know where they stand and what comes next. Clear enough to understand. Simple enough to act on.

The Troutwood app home screen, headed My Team, with the marks of the two organizations serving this person and a button to add another. Below it 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.
Their team, by name. The institution and professionals serving them stay present and connected throughout the experience.
A person’s plan in the Troutwood app, named Mission Possible: a goal of $2,500,000 by 2050 with $96,200.40 on track so far, five shields reading four strong and one needing attention, prompts asking what if I purchase a house or take a vacation this year, and an active strategy called Retirement Maximizer.
Where they stand. Goals, progress, and financial health come together in a clear view of today.
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.
What to do next. Guidance becomes a clear next step they can understand, evaluate, and act on.

Behind the experience

The part nobody should have to think about.

The complexity stays behind the experience. Security, permissions, data, intelligence, and execution work together across the platform—so institutions can focus on serving people, and people can focus on moving forward.

  • Identity & permissions

    The right people see the right information, with least-privilege access across every system that touches it.

  • Data stewardship

    Customer data belongs to the customer and the institution serving them. PII is protected, controlled, and never sold or brokered.

  • Execution rails

    Guidance connects directly to action—from opening accounts and moving money to starting contributions and completing next steps.

  • Custom-fit, not off-the-shelf

    Your brand, programs, people, incentives, and hierarchy. One platform, configured to your organization.

  • Built for an AI-native world

    People and agents work shoulder to shoulder on the same record, under the same permissions, with the same audit trail.

  • Secure & auditable

    Encryption in transit and at rest. Independent audits. Every action logged.

Relationships are the asset. Troutwood is the infrastructure behind them.

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See both sides of the platform working together across your business.