About Trellis

Trellis is our secure, online wealth management tool providing structure and organization to your finances.

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ORGANIZER  Connect all your accounts and information for an organized, consolidated view. This tool provides you with living financial statements.

INVESTMENTS  Interactive charts and detailed views provide you with real time asset allocation, unrealized gains and losses, and value change over time.

EXPERT ADVICE  A shared screen allows you and your Allium Advisor to collaborate using current and information.

THE VAULT  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.

EDUCATION CENTER  Your own library of videos, articles and resources to increase your financial knowledge.

SPENDING AND BUDGETING TRACKER  Know how much you’re spending and where.

FINANCIAL WORKSHOP  See if you are on target to reach your most important financial goals.

MOBILE APPS  View balances and transactions anytime, anywhere from your smart phone.