Evolving a Local Solution for Independent Financial Advisors The Client: tru Independence tru Independence empowers independent financial advisors to enhance and grow their businesses through services in business formation, technology & infrastructure, marketing, legal & compliance, operations, investment & research, and real estate. Based in Portland, Oregon, tru partners with financial advisors to simplify business processes. tru Independence by the Numbers “The security model we have with Venn has been extremely beneficial for us from both an overall best practices and compliance perspective and from a functional perspective for our end-users.” Paul Dalton Chief Technology Ocer clients 23 users 175+ of RIA industry experience Decades using Venn’s services 7 years Security &

Join for free to read