The Trust Company of Tennessee 4+

Name: The Trust Company of Tennessee
Author: Wealth Access

Wealth Access

Conçu pour iPad

- Gratuit

Description

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

12 sept. 2018

Version 2.1.1

Updated to use new branding

Le développeur Wealth Access n’a fourni aucune information à Apple concernant ses pratiques en matière de confidentialité et de traitement des données. Pour en savoir plus, consultez la politique de confidentialité du développeur.