Trucendent
HQ Address
1000 Chesterbrook Blvd, Berwyn, PA 19312, United States
Website Address
Business introduction
Simplifying estate planning implementation
Helping remove friction for the advisor allowing for a seamless integration of planning and implementation
The Envestnet Trust Exchange, powered by Trucendent empowers advisors to address and act upon their clients’ estate planning and wealth transfer needs by facilitating goal definition, advice, document creation, and establishing trust accounts. The Trust Exchange platform is aimed at giving advisors and their clients a more cohesive experience when creating or transferring trusts.
