Baird Trust
The Baird Trust section provides a secure digital platform for clients to access trust accounts, monitor investments, and review documents. The platform features portfolio summaries, asset allocation tracking, and market research.
Baird Trust
Baird Trust Dashboard
The Baird Trust Overview screen provides a comprehensive view of a client’s trust accounts, presenting top account balances, portfolio diversification, assets and liabilities, detailed balance sheet categories, and top holdings to help clients understand the structure and health of their trust portfolio at a glance.
Baird Trust
Baird Trust Accounts
The Baird Trust Accounts screen displays a searchable list of a client’s trust accounts with key details such as account name, balance, and current value, allowing clients to quickly review and access individual trust accounts for deeper insights.
Baird Trust
Baird Trust Holdings
The Baird Trust Holdings screen provides a detailed, searchable view of all investments held within a client’s trust accounts, showing each holding’s value, performance, and key details to help clients understand the composition and exposure of their trust portfolio.
Baird Trust
Baird Trust Documents
The Baird Trust Documents screen provides a centralized, searchable view of trust‑related documents, allowing clients to easily find, view, and download important statements and records for their trust accounts.
Baird Trust
Portfolio Diversification
The Baird Trust Portfolio Diversification screen visually breaks down a client’s trust assets by asset class using an interactive chart, helping clients quickly understand how their trust portfolio is allocated and diversified.
