About The Trust Company of Tennessee
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...
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
Previous Versions
Here you can find the changelog of The Trust Company of Tennessee since it was posted on our website on 2016-12-29 09:21:49.
The latest version is 2.1.1 and it was updated on 2024-04-22 09:09:34. See below the changes in each version.
The Trust Company of Tennessee version 2.1.1
Updated At: 2018-09-12
Changes: Sep 12, 2018
Version 2.1.1
Updated to use new branding
The Trust Company of Tennessee version 1.0
Updated At: 2016-09-03
Disclaimer
Official App Store Link
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