Your journey begins here.

Your accounts can be viewed and linked on our Insights Dashboard

Insights Dashboard

Insights Dashboard

The Insights Dashboard allows you to add accounts, view your holdings and cash flows, and link your outside accounts.

If you are just starting out, this is the first place to visit.

Performance

Once your client relationship has been established and enTrust is managing your investments, you can view your performance on this page.

Holdings

Once your client relationship has been established and enTrust is managing your investments, you can view your holdings on this page.

Our Intelligent Aggregation data engine includes direct feeds from more than 20,000 institutions through multi-tiered data sources, including hard-to-report-on assets such as private investments.

Linking your accounts


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The enTrust Wealth Management Platform

Implement investment strategies using institutional separate account managers.

Blend ETF, fixed income, and mutual funds in the same account as your managed strategies.

Report, monitor and analyze hedge fund, private equity, and real estate within the same report portal.