In addition to offering a competitive grid structure, joining Trinity Wealth Partners will enable you to:
Leverage a strong brand and marketing support
Tap into fintech automations to scale up your practice
Be part of a growing team of independent advisors
Core Advisor package includes:
- Communications platform: VOIP phone system with CRM-integrated SMS messaging platform
CRM: Fully configured wealth management CRM with built-in custom workflows, templates and automations
Email distribution: Mailchimp license with CRM integration
Appointment booking: Calendly license with CRM integration
Virtual meetings: Zoom license
Financial planning software: Firm-branded Conquest license included
Client digital vault: 50 licenses included
+Choose between a number of add-on options
Concierge Business Services
Outsource business functions to allow you to focus on growing your business
- Accounting/bill payments
- Licensing/contracting/E&O
- CE Credit tracking
- HR/payroll
- Other options available
Office/Meeting Space
Furnished offices available to rent by the month on an exclusive or shared-use basis
- For those who do not need a dedicated office, there are several on-site meeting spaces available on a per-use basis
- Plug-and play drop-in docking stations available in multiple locations on site
Fintech/Marketing
Choose from a menu of marketing and fintech solutions, including training and setting up CRM and other automations
- Advisor Stream marketing service
- Mobile Dictation app
- Enhanced virtual meeting software
- Agenda creation software
Administrative Support
Licensed administrative staff available for part-time support
- Available in 5 hours/week increments
- Limited availability for an extra 2.5hours/week during peak season
- Option to handle payroll/HR/benefits for existing staff as well
Join a growing boutique wealth management firm! Contact us today
advisors@trinitywealthpartners.ca
