What TrustCard Offers RIAs

Enhanced Liquidity
Solutions

TrustCard enables RIAs to offer their clients immediate liquidity against their securities portfolios, including alternative investment funds. This can be a significant differentiator for RIAs, allowing them to cater to clients who need quick access to funds without liquidating their investments.

Brand Enhancement /
Client Retention

By providing unique financial solutions like liquidity options and a branded credit card, RIAs can increase client satisfaction and loyalty. This can lead to higher retention rates, as clients appreciate the comprehensive and tailored services that meet their financial needs.

Tax Efficiency

By leveraging TrustCard’s liquidity solutions, RIAs can provide their HNWI clients access to necessary funds without having to liquidate their investments, which trigger capital gains taxes, allowing them to maintain their investment positions and potentially defer or reduce tax liabilities.

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Client Relationships
with TrustCard

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Who is TrustCard for?

TrustCard is designed for forward-thinking Registered Investment Advisors (RIAs) who prioritize innovative financial solutions to enhance client satisfaction and retention. It is ideal for RIAs who manage the wealth of High Net Worth Individuals, offering them unique liquidity solutions and a branded credit card service that elevates the client experience. TrustCard suits RIAs focused on differentiating their service offering, seeking to provide exceptional value through exclusive access, financial flexibility, and personalized client engagement, all while enhancing their brand presence in the competitive wealth management market.

TrustCard for Registered
Investment Advisors

Revolutionize Your
advisory With TrustCards Securities-backed
liquidity solutions.

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Client Retention

By providing unique financial solutions like liquidity options and a branded credit card, RIAs can increase client satisfaction and loyalty. This can lead to higher retention rates, as clients appreciate the comprehensive and tailored services that meet their financial needs.

Competitive Advantage

RIAs can feel confident in empowering their HNWI clients to invest in alternative investment funds, driving higher growth and ensuring that clients have access to their capital when they need it most.

Streamline Operations

TrustCard streamlines the liquidity process, allowing your High Net Worth clients access to funds without selling investments, significantly reducing back-office administrative costs and time and eliminating the need for asset sales and fund transfers.

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"TrustCard's liquidity solutions have enabled us to attract RIA clients to our private equity funds, reassuring them about the long investment durations typical in PE through accessible, flexible liquidity options."

Marcus Elliott

Managing Partner at BridgeGate Private Equity

Features

Unlock New Possibilities with TrustCard's Dynamic Features Tailored for RIAs

Digital & Physical Cards

Provide your clients with the flexibility to access their funds anywhere, anytime, enhancing convenience and financial freedom.

Brand Amplification

Strengthen your market presence with white-label TrustCard options that enhance visibility, keeping you top-of-mind.

Competitive Rates

Competitive Rates: Provide your clients with advantageous rates linked to the SOFR (Secured Overnight Financing Rate), boosting their capacity for savings and investment growth.

Privileges Program

Enroll your clients in an elite privileges program, offering them unique experiences tailored to their lifestyle preferences.

LIMITED ACCESS

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Dive Deeper into TrustCard:
Get All the Details in Our FAQs

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Explore comprehensive FAQs for specifics on how TrustCard can revolutionize your wealth strategy.

Elevate Wealth Management, Empower Dreams