The Trust Company of Tennessee 4+
Wealth Access
Designed for iPad
-
- Free
Screenshots
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
What’s New
Version 2.1.1
Updated to use new branding
Ratings and Reviews
App Privacy
The developer, Wealth Access, has not provided details about its privacy practices and handling of data to Apple. For more information, see the developer’s privacy policy.
No Details Provided
The developer will be required to provide privacy details when they submit their next app update.
Information
- Seller
- Wealth Access, Inc.
- Size
- 2.3 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 10 or later.
- iPad
- Requires iPadOS 10 or later.
- iPod touch
- Requires iOS 10 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2017 Wealth Access, Inc
- Price
- Free