Raise more capital, easy and fast with Entrust Connect®!
A growing amount of capital is flowing from traditional investment institutions to alternative investment institutions and marketplaces. We’re starting to see that more and more investors are interested in using their retirement funds as a funding source for those types of investments.
To make your life easier and help you raise more capital faster, we’ve developed the Entrust Connect Dashboard. It is an online platform that allows you to raise capital by offering the ability to invest in your offerings with an additional source of funds to your investors: IRAs. The process is simple, fully automated and transparent.
In order to do so, you will need to register online today, create a profile, register your investment offering(s), and simply invite your investors to invest in your offering(s), all of this in one place. You'll be able to track the status of their application and see where they are at.
Bonus: once you refer clients to Entrust, you could potentially be listed in our Entrust Connect® marketplace as well and start raising capital from thousands of our investors. Entrust Connect® is a marketplace located within the Entrust Client Portal, where our investors conduct their transactions. This service is completely free for you. You and your clients will also benefit from Entrust’s 37 years of experience, get access to the highest quality client service in the industry, as well as discounted fees.
How Entrust Helps You & Your Clients
Almost 40 years of experience in the industry have made us pioneer in self-direction. Our team of professionals understands the self-direction process first-hand, and they are here to help you explore your options. Entrust professionals are regularly examined to ensure compliance with current state and federal banking requirements, as well as industry best practices. In addition, they keep up to date by participating in ongoing educational programs to ensure that the most accurate information is shared with clients. In fact, most of our staff holds the Certified IRA Services Professional (CISP) designation.
We Take Pride In Education
We provide you and your clients with all the educational materials you need: whitepapers, reports, webinars, blog articles, and more. We host monthly webinars on a variety of topics from beginner to advanced, participate and speak at tradeshows around the country to educate professionals on the opportunity, and much more.