Experience-driven, beneficiary-first investment management
for pooled special needs trusts.

Investment advisory, trust management, and recordkeeping platform built for pooled SNTs.

We support your fiduciary responsibilities with holistic, tech-enabled services.

Experience:  Extensive investment management and SNT experience.

Flexibility: Investment strategy options designed to fit beneficiary risk/reward parameters including unique assets.

Specialist:  A software platform designed and built for pooled trusts with advanced sub-accounting capabilities.

Compliance and recordkeeping: Features to streamline back-office operations.

Disbursements: Platform-enabled requesting, approving, and processing of payments via check, electronic payment or the True Link Protection Visa Prepaid Card.

Card Integration: The Social Security Administration provided guidance for using the True Link Visa prepaid card for SNT disbursements in the POMS.

Simulated image, for illustrative purposes only.
Image 1

Streamline operations, save staff time, improve service to your beneficiaries, and grow your organization to serve more.

Skewed Image
Simulated image, for illustrative purposes only.

A portfolio investment management approach.

Select the appropriate portfolio option to fit each beneficary's risk/reward investment profile.

Beneficiary-level budgeting.

Create budgets to plan and manage spending for each beneficiary using our budgeting tool.

Skewed Image
Simulated image, for illustrative purposes only.
Skewed Image
Simulated image, for illustrative purposes only.

Tech-driven disbursements and payment processing.

Automate payments, bookkeeping and accounting. Compliance and recordkeeping features to streamline operations and reporting.

True Link Protection Visa Prepaid Card integration.

Empower beneficiaries, simplify disbursements, recordkeeping and protect governments benefits eligibility using the POMS-referenced True Link Visa prepaid card.

Skewed Image
Simulated image, for illustrative purposes only.
Skewed Image
Simulated image, for illustrative purposes only.

Sub-accounting software platform.

Trust and advanced sub-accounting software to allocate pooled activities to the beneficiary level.

The True Link Protection Visa Prepaid Card for PSNT disbursements.

When combined with our trust software, budgeting tools can help plan cash needs and schedule payments. The Social Security Administration provided guidance for using the card for SNT disbursements in the Programs Operations Manual System (POMS).

visa card image
True Link Visa Prepaid Card

Investment Committee.

True Link Financial Investment Committee is made up of both internal and external trust and investment professionals. The Committee provides oversight and advice to our investment advisory services.

Our investment principles.

Disclaimer

Investment advisory services are offered by True Link Financial Advisors, LLC, a registered investment adviser which is affiliated with True Link Financial, Inc. This is not an offer to sell or a solicitation of any offer to buy any securities.

True Link Financial does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

Not associated with or endorsed by the Social Security Administration or any other government agency.