The Trust Company of Tennessee 2.1.1

Wealth Access – Freeware – iOS
av 3 röster

Senaste versionen
2.1.1 Säkert att installera

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

Översikt

The Trust Company of Tennessee är en Freeware programvara i den kategorin Företag utvecklats av Wealth Access.

Den senaste versionen av The Trust Company of Tennessee är 2.1.1, släppt på 2025-01-06. Det lades ursprungligen till vår databas på 2025-01-06.

The Trust Company of Tennessee körs på följande operativsystem: iOS.

Användare av The Trust Company of Tennessee gav det betyget 3 av 5 stjärnor.

Screenshots (Klicka för större)

Besläktad

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Senaste versionen
2.1.1

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