Trust Point Wealth Management

Finance

Free

Trust Point Wealth Management provides a clear, complete and simple way for you to view your personal balance sheet from anywhere at any time. See the most recent trades and transactions on your accounts, current portfolio holdings as well as leverage the ability to update your information on the go. The dashboard provides data updated daily to track trends and manage your cash flow. IT’S EASY TO GET STARTED Trust Point Wealth Management is available by contacting your relationship manager at Trust Point at 800-658-9474. KEY FEATURES: Trust Point Wealth Management is designed for high net worth clients to help organize all of your balance sheet and your expenses. It includes: View entire portfolio in real time Simplified reporting and access Accessible from anywhere Client service team to assist in aggregation set-up and onboarding Ability to store financial documents in a secure, digital vault Shareable with Bankers, Accountants, Lawyers and Family Members Please note all reporting will be reported in local currencies.

Ratings & Reviews

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* Optimized login screen messaging * Updated vault experience * Performance enhancements * Bug fixes

Version 1.91

The developer, Trust Point Inc, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Used to Track You

    The following data may be used to track you across apps and websites owned by other companies:

    • Usage Data

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Financial Info
    • Contact Info
    • User Content
    • Identifiers
    • Usage Data

  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

  • Seller
    • Trust Point Inc
  • Size
    • 146.4 MB
  • Category
    • Finance
  • Compatibility
    Requires iOS 12.4 or later.
    • iPhone
      Requires iOS 12.4 or later.
    • iPad
      Requires iPadOS 12.4 or later.
    • iPod touch
      Requires iOS 12.4 or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
  • Languages
    • English
  • Age Rating
    4+
  • Copyright
    • © Black Diamond Wealth Platform
  • Developer Website
  • Privacy Policy

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