The Trust Company of Tennessee 2.1.1

Wealth Access – Freeware – iOS
out of 3 votes

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The Trust Company provides a robust Wealth Access Intelligent Aggregation platform, linking users to over 20,000 institutions through sophisticated, multi-tiered data sources. This comprehensive data aggregation engine seamlessly consolidates assets and liabilities into a single, secure environment.

Leveraging permissions-based technology, this platform facilitates effortless information sharing with financial advisors. By collaborating closely with advisors, clients are better positioned to monitor their financial objectives and engage in real-time discussions regarding their financial health.

Getting started is straightforward:
<ul>
 <li>Automatically organizes your balance sheet and categorizes expenses.</li>
</ul>

Key Features:
<ul>
 <li>Real-time portfolio visibility</li>
 <li>Simplified reporting and easy access</li>
 <li>Cloud accessibility from anywhere</li>
 <li>Dedicated client service team for aggregation setup and onboarding</li>
 <li>Multi-generational wealth insights</li>
 <li>Full integration with leading financial planning systems</li>
 <li>Secure digital vault for financial document storage</li>
 <li>Shareable with bankers, accountants, lawyers, and family members</li>
</ul>

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