7-Day Free Trial
wealthprime™ trinity
7-DAY FREE TRIAL
$49
per month
Get 7 Days to Experience our Trinity platform.
Once you become a member, our team will reach out immediately to get your Trinity customization preferences.
What’s included in WealthPRIME® Trinity:
- Unlimited Reports
- Shareable Report Link
- Call Center Support
- Sales Training

On-Demand Customer Care
WealthPRIME’s team of experts can help with:
- Technical questions about using our software
- New business and plan installations
- Plan consultations, plan design, and retirement plan guidance
Success stories
“Having this great plan in place for our team members has brought us peace of mind and allowed us to focus on our clients and growing the business.”
Edward PortaPresident, ATI Consulting
“Our staff retirement needs are complex. Your team helped us navigate the decisions needed, structure our plans, and project how the overall platform would benefit us.”
– Randy HawksManaging Director, Claremont Creek Ventures
“I have worked closely with WealthPRIME for about two years. Our plan is incredibly complex. Most of the C-level officers participate in alternative investments inside their 401(k) and ROTH 401(k) accounts, and your product offering, is way ahead of its time and unlike anything else I’ve seen.”
– Raoul PaloSenior Associate, Finance Thiel Capital LLC
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