![](/assets/artwork/1x1-42817eea7ade52607a760cbee00d1495.gif)
The Trust Company of Tennessee 4+
Wealth Access
Designet til iPad
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- Gratis
Skærmbilleder
Beskrivelse
The Trust Company offers Wealth Access Intelligent Aggregation links to over 20,000 different institutions through multi-tiered data sources, providing a complete data aggregation engine with the power to bring in all of your assets and liabilities into one secure platform.
This permissions based technology makes it easy to share info with advisors. By working with your advisor you can ensure that you’re always tracking your financial goals. Have real time conversations with your advisor to manage your financial life.
IT’S EASY TO GET STARTED
Automatically organizes all of your balance sheet and organizes your expenses.
KEY FEATURES:
View entire portfolio in real time
Simplified reporting and access
Accessible from anywhere
Client service team to assist in aggregation set-up and onboarding
Multi-generational wealth views
Fully integrated with the industry’s leading financial planning systems
Ability to store financial documents in a secure, digital vault
Shareable with Bankers, Accountants, Lawyers and Family Members
Nyheder
Version 2.1.1
Updated to use new branding
App-anonymitet
Udvikleren, Wealth Access, har ikke givet Apple oplysninger om sine fremgangsmåder vedrørende anonymitet og håndtering af data. Du kan få flere oplysninger her: udviklerens anonymitetspolitik.
Ingen oplysninger angivet
Udvikleren skal give oplysninger om anonymitet, når den næste opdatering af appen indsendes.
Oplysninger
- Leverandør
- Wealth Access, Inc.
- Størrelse
- 2,3 MB
- Kategori
- Økonomi
- Kompatibilitet
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- iPhone
- Kræver iOS 10 eller en nyere version.
- iPad
- Kræver iPadOS 10 eller en nyere version.
- iPod touch
- Kræver iOS 10 eller en nyere version.
- Mac
- Kræver macOS 11.0 eller en nyere version og en Mac med Apple M1-chip eller en nyere version.
- Apple Vision
- Kræver visionOS 1.0 eller en nyere version.
- Sprog
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Engelsk
- Alder
- 4+
- Copyright
- © 2017 Wealth Access, Inc
- Pris
- Gratis