The Trust Company of Tennessee 2.1.1

Wealth Access ❘ Freeware ❘
iOS
de votos 3

Última versión
2.1.1 Seguro para instalar

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:

Automatically organizes your balance sheet and categorizes expenses.

Key Features:

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

Resumen

The Trust Company of Tennessee es un software de Freeware en la categoría de Negocios desarrollado por Wealth Access.

La última versión de The Trust Company of Tennessee es 2.1.1, aparecido en 06/01/2025. Inicialmente fue agregado a nuestra base de datos en 06/01/2025.

The Trust Company of Tennessee se ejecuta en los siguientes sistemas operativos: iOS.

Los usuarios de The Trust Company of Tennessee le dio una calificación de 3 fuera de 5 estrellas.

Imágenes (click para ampliar)

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Última versión
2.1.1

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