Description
Trust Point Wealth Management provides a clear, complete and simple way for you to view your personal balance sheet from anywhere at any time. See the most recent trades and transactions on your accounts, current portfolio holdings as well as leverage the ability to update your information on the go. The dashboard provides data updated daily to track trends and manage your cash flow. IT’S EASY TO GET STARTED Trust Point Wealth Management is available by contacting your relationship manager at Trust Point at 800-658-9474. KEY FEATURES: Trust Point Wealth Management is designed for high net worth clients to help organize all of your balance sheet and your expenses. It includes: View entire portfolio in real time Simplified reporting and access Accessible from anywhere Client service team to assist in aggregation set-up and onboarding Ability to store financial documents in a secure, digital vault Shareable with Bankers, Accountants, Lawyers and Family Members Please note all reporting will be reported in local currencies.
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About
Bundle Id
com.BDMobile.F2718CMin Os. Version
12.4Release Date
Tue, Aug 3, 2021Update Date
Thu, Apr 25, 2024Content Rating
4+Has IMessage
NoSupport Watch
NoSupport Siri
NoFile Size
117.17MBHas Game Center
NoFamily Sharing
YesSupport Passbook
NoSupported Languages
EnglishSupport
What's New
version
1.78updated
3 weeks agoGain/Loss performance and stability
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