Trustmont Group provides technology, products, tools and platforms that work hard to reduce your overhead and your workload. Trustmont provides registered representatives and investment advisors with direct access to leading-edge tools and support systems including:

Portfolio Pathway

  • Complete enterprise view of your clients’ direct or brokerage accounts
  • Morningstar-driven classification/asset allocation
  • Includes a client portal
  • Integration with By All Accounts and E-Money
  • Daily, time-weighted returns calculations

JPass Online

  • Commission statements online (most recent and historical statements)

Charles Schwab - has a premier web-based advisor platform, Schwab Advisor Center, built specifically to meet the needs of today's independent financial advisors. Schwab Advisor Center offers what you'll need to manage and grow a successful advisory business.

RBC Correspondent Services - has a strong history in the clearing business and offers comprehensive clearing and execution services for independent broker/dealers.


  • Trustmont, as well as its custodians, have a number of forms on LaserApp
  • Allows you to pre-fill forms for many of the companies with which you work