Front to back Target funds and asset managers seeking integrated front-to-back portfolio management solutions, leveraging Truss Edge’s two-decade track record and scalable SaaS offering for improved trade support and accounting workflows.

Mobile access Capitalize on the recent app launch to promote mobile-enabled portfolio management and operations, appealing to hedge funds and asset managers needing on-the-go access and real-time decision making.

Analytics upgrade Position Insights analytics enhancements as a differentiator for firms seeking advanced configurability, risk insights, charting, and reconciliation features to optimize fund operations.

Enterprise readiness Leverage Truss Edge’s experience, security posture (e.g., Mimecast, Salesforce Marketing Cloud, DigitalOcean hosting), and 2–10 employee profile to target smaller funds and boutique managers looking for enterprise-grade SaaS without large deployments.

Growth signals Explore partnerships or thought leadership collaborations (e.g., ETF Express podcast, industry press) to expand visibility among hedge funds, ETFs, and family offices, aligning joint marketing or co-hosted events with growth-stage clients.