The Trust Company of Tennessee
The Trust Company of Tennessee Summary
The Trust Company of Tennessee is a mobile iOS app in Finance by Wealth Access. Released in Sep 2016 (9 years ago). It has 3.00 ratings with a 3.00★ (mixed) average. Based on AppGoblin estimates, it reaches roughly 40 monthly active users . Store metadata: updated Sep 12, 2018.
Store info: Last updated on App Store on Sep 12, 2018 .
3★
Ratings: 3.00
Screenshots
App 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