The Trust Company of Tennessee 2.1.1

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