Solution introduction
A platform connecting Private Wealth with Global expert advisors
Trusted Advisory Services (TAS) is a secure web-based B2B platform that Bridges Trusted Relationships between the Private Wealth Services organizations and the global Professional Expertise ecosystem
TAS facilitates private wealth services, such as family enterprises, family offices, multifamily offices, public and private trust companies, and wealth management firms to engage with the global community of professional expertise such as registered investment advisors, financial planners, tax and estate attorneys, accountants, valuators, and insurance brokers.
The platform provides the ability for the parties to securely communicate, share and collaborate their service requests, contracts and deliverables with the assitance of AI.
