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The Trust Company of Tennessee for iOS

By Wealth Access Free

Developer's 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 youre always tracking your financial goals. Have real time conversations with your advisor to manage your financial life.

ITS 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 industrys leading financial planning systems

Ability to store financial documents in a secure, digital vault

Shareable with Bankers, Accountants, Lawyers and Family Members

Full Specifications

What's new in version 2.1.1

General

Release April 8, 2020
Date Added April 8, 2020
Version 2.1.1

Operating Systems

Operating Systems iOS
Additional Requirements Requires iOS 10 or later. Compatible with iPhone, iPad, and iPod touch.

Popularity

Total Downloads 0
Downloads Last Week 0
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