| Ontwikkelaar: | Trust Point Inc (1) | ||
| Prijs: | Gratis | ||
| Beoordelingen: | 0 | ||
| Recensies: | 0 Schrijf een review | ||
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| App Store | |||
Beschrijving
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.
Screenshots
Wat is er nieuw?
- Versie: 1.91
- Bijgewerkt:
- * Optimized login screen messaging
* Updated vault experience
* Performance enhancements
* Bug fixes
Prijs
- Vandaag: Gratis
- Minimum: Gratis
- Maximaal: Gratis
Prijzen volgen
Ontwikkelaar
- Trust Point Inc
- Platforms: iOS Apps (1)
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Aanvullende informatie
Contacten
- Website:
https://www.trustpointinc.com/
Trust Point Wealth Management Korte URL: Gekopieerd!- 🌟 Delen
- App Store
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