American Trust PartnerLens 17+

AdvisorDashboard-AmericanTrust

LT Trust

Designed for iPad

    • Free

Screenshots

Description

PartnerLens from American Trust is a dashboard for 401(k) advisors. Using plan data, PartnerLens gives real-time data visualization for an advisor’s entire book of business with American Trust. Each representation of data is dynamic, responding to user selection so that plans can be analyzed at both a micro and macro level.

What’s New

Version 12.0

We work hard to constantly improve your experience. In this version, you'll experience bug fixes and improved app performance.

App Privacy

The developer, LT Trust, 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 Linked to You

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

  • Identifiers

Data Not Linked to You

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

  • Identifiers
  • Usage Data
  • Diagnostics

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

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