Case Study: tru Independence achieves standardized, secure, and faster PDF workflows with Foxit Software's PDF Editor

tru Independence Invests in Foxit PDF Editor to Help Wealth Management Firm Clients

tru Independence helps registered investment advisors (RIAs) leave large brokerages and launch independent firms by providing office, staffing, technology and operational services. During a platform migration from a Citrix environment to local apps with a cloud backend, tru needed to standardize a full-featured, secure PDF editor for power users—Acrobat Pro 9 was outdated, Adobe’s licensing was cost-prohibitive, and alternate vendors lacked needed features or security.

tru selected Foxit PDF Editor for its flexible licensing, robust editing and OCR capabilities, and strong integrations (DocuSign, Microsoft Office). The familiar ribbon interface reduced training, form creation became easier for compliance staff, searchable PDFs and secure sharing sped workflows, and responsive support smoothed rollout—resulting in positive user feedback and a scalable, long-term solution that accelerates digital account opening and document processes.

tru Independence

Paul Dalton

Chief Technology Officer