2.1.1 Safe to install
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
Overview
The Trust Company of Tennessee is a Freeware software in the category Business developed by Wealth Access.
The latest version of The Trust Company of Tennessee is 2.1.1, released on 01/06/2025. It was initially added to our database on 01/06/2025.
The Trust Company of Tennessee runs on the following operating systems: iOS.
Users of The Trust Company of Tennessee gave it a rating of 3 out of 5 stars.
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