Trellis is our secure, online wealth management tool providing structure and organization to your finances.
Connect all your accounts and information for an organized, consolidated view. This tool provides you with living financial statements.
Interactive charts and detailed views provide you with real time asset allocation, unrealized gains and losses, and value change over time.
A shared screen allows you and your Allium Advisor to collaborate using current information.
Keeps your most important documents safe while providing quick and easy access. Allium quarterly performance reports and invoices will be saved on the Vault for your convenience.
SPENDING AND BUDGETING TRACKER
Know how much you’re spending and where.
See if you are on target to reach your most important financial goals.
View balances and transactions anytime, anywhere from your smart phone.