The Trust Company of Tennessee 2.1.1



Publisher Description



The Trust Company offers Wealth Access Intelligent Aggregation links to over 20,000 different institutions through multi-tiered data sources, providing a complete data aggregation engine with the power to bring in all of your assets and liabilities into one secure platform.

This permissions based technology makes it easy to share info with advisors. By working with your advisor you can ensure that you’re always tracking your financial goals. Have real time conversations with your advisor to manage your financial life.

IT’S EASY TO GET STARTED
Automatically organizes all of your balance sheet and organizes your expenses.

KEY FEATURES:
View entire portfolio in real time
Simplified reporting and access
Accessible from anywhere
Client service team to assist in aggregation set-up and onboarding
Multi-generational wealth views
Fully integrated with the industry’s leading financial planning systems
Ability to store financial documents in a secure, digital vault
Shareable with Bankers, Accountants, Lawyers and Family Members

Sep 12, 2018
Version 2.1.1
Updated to use new branding


About The Trust Company of Tennessee

The Trust Company of Tennessee is a free app for iOS published in the Accounting & Finance list of apps, part of Business.

The company that develops The Trust Company of Tennessee is Wealth Access. The latest version released by its developer is 2.1.1.

To install The Trust Company of Tennessee on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2018-09-12 and was downloaded 2 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the The Trust Company of Tennessee as malware if the download link is broken.

How to install The Trust Company of Tennessee on your iOS device:

  • Click on the Continue To App button on our website. This will redirect you to the App Store.
  • Once the The Trust Company of Tennessee is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
  • If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
  • After The Trust Company of Tennessee is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
  • Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.



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Users Rating:  
  0.0/5     0
Downloads: 2
Updated At: 2024-04-22
Publisher: Wealth Access
Operating System: Ios
License Type: Free