| 개발자: | Trust Point Inc (1) | ||
| 가격: | 무료 | ||
| 순위: | 0 | ||
| 리뷰: | 0 리뷰 작성 | ||
| 목록: | 0 + 0 | ||
| 포인트: | 0 + 0 ¡ | ||
| App Store | |||
기술
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.
스크린샷
새로운 기능
- 버전: 1.90.1
- 업데이트:
- * Planning Enhancements
* Added Support for New Widgets
* Performance Improvements
* Bug Fixes
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- Trust Point Inc
- 플랫폼: iOS 앱 (1)
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