The Trust Company of Tennessee 4+
Wealth Access
Diseñado para iPad
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- Gratis
Capturas de pantalla
Descripción
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
Novedades
Versión 2.1.1
Updated to use new branding
Privacidad de la app
El desarrollador, Wealth Access, no ha proporcionado a Apple detalles sobre las prácticas de privacidad y la gestión de datos. Para obtener más información, consulta la política de privacidad del desarrollador.
No se han proporcionado detalles
Se requerirá al desarrollador que proporcione detalles de privacidad cuando envíe la próxima actualización de la app.
Información
- Proveedor
- Wealth Access, Inc.
- Tamaño
- 2,3 MB
- Categoría
- Finanzas
- Compatibilidad
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- iPhone
- Requiere iOS 10 o posterior.
- iPad
- Requiere iPadOS 10 o posterior.
- iPod touch
- Requiere iOS 10 o posterior.
- Mac
- Requiere macOS 11.0 o posterior y un Mac con el chip M1 de Apple o posterior.
- Apple Vision
- Requiere visionOS 1.0 o posterior.
- Idiomas
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Inglés
- Edad
- 4+
- Copyright
- © 2017 Wealth Access, Inc
- Precio
- Gratis