What We Offer

At Trynkett, we believe that the future of financial advice practice development will be primary focused on the ability to engage clients within a single client outcome, in a manner that is profitable for all parties. That is why we design our solutions to reflect the needs of your clients within the financial lifecycle of your clients –
"One size DOES NOT fit all."

We understand that a firm that deploys "Best Practice" skills within their client engagement methodology still has to operate within the confines of manpower restrictions , so we make everything simple and intuitive.


WealthMAP™ our umbrella solution, comprises all our products into one single access "individually branded" portal for even the most advance practice functionality, reducing the complexity of client engagement and backroom administration to a level never experienced before.


Do you work within the Corporate Super sector or an individual superannuation practice seeking to control the movement of our clients super funds? Monitormysuper can help you work smarter, and maintain your edge with your clients.

A fully interactive risk insurance assessment solution that references your clients personal risk cover to calculate and model his/her current financial risk position.

The budget solutions that creates happier clients. Powerful, robust, muniBox™ is a fully intuitive budget tool that sets the pace for future client engagement to stay on course.

Automatic Opportunity Creator is your fully interactive client retirement goal monitoring solution designed in conjunction with Advisers and their clients to assist them reach their destination.

Take your Client SMSF investment management to a new level. With mifunds you will never lose sight of exactly how the funds are performing over the various asset classes invested in.

SOS™ creates a Statement of Service that automatically lists all the service actions that have been monitored and generated by Trynkett direct to your client on their service anniversary date.

 

For a list of product features and performance, see our Comparison Chart