The Trust Company of Tennessee 2.1.1

The Trust Company of Tennessee 2.1.1

Wealth Access  ❘ Freeware
iOS
out of 3 votes
Latest Version
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.

Screenshots (Click to view larger)

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