Features & Capabilities

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

User Growth & Download Statistics

App
By:
Wealth Access
Rating:
2.50
(4)
Version:
2.1.1 Last updated: 2018-09-12
Version code:
828353283
Creation date:
2016-09-03
Compatible devices:
Size:
2.16MB
URLs:
Website ,Privacy policy
Full description:
See detailed description
Source:
Apple Apps Store
Data ingested on:
2026-06-05
Compare stats and ranking:

Contact the developer

Chrome-Stats does not own this Apple app. Please use these information below to contact the Apple app developer.
Developed by:
Wealth Access
Apple Apps Store
https://apps.apple.com/us/app/the-trust-company-of-tennessee/id1139760986
Website:
http://www.thetrust.com

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