| 開發人員: | Trust Point Inc (1) | ||
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| App Store | |||
描述
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.
螢幕擷取畫面
新功能
- 版本: 1.91
- 發佈日期:
- * Optimized login screen messaging
* Updated vault experience
* Performance enhancements
* Bug fixes
價錢
- 今天: 免費
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- 最大值: 免費
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- Trust Point Inc
- 平台: iOS 應用程式 (1)
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