Trust Point Wealth Management

Finance

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Details about Trust Point Wealth Management

Released
Updated
iOS Version
Age Rating
Size
Devices
Languages

August 3, 2021
August 30, 2024
12.4+
4+
123.64MB
iPhone, iPad, iPod
American English

Developer of Trust Point Wealth Management

Trust Point Inc

⭐️0 / 5

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Version History of Trust Point Wealth Management

1.81

August 15, 2024

* Investors will now have the ability to view their Insurance information from their mobile experience * Stability and performance improvements

1.80

June 8, 2024

* Todo functionality will now be a part of the Mobile Advisor experience * Updated privacy policy visibility * Enhanced performance and stability

1.78

April 25, 2024

* Improved the activity summary chart located in the account details * Updated Allocation Dashboard logic for a consistent experience * Enhanced the Dashboard: Gain/Loss performance and stability

1.77

March 8, 2024

* Updating advisor login interface featuring an improved navigation menu * Improving advisor communication through the introduction of Timeline and Vault functionalities * Enhancing advisor navigation for seamless transitions between various clients

1.76

January 21, 2024

* Updated the loading screen to provide a more consistent experience * Performance and stability enhancements * Bug Fixes

1.75

December 9, 2023

* Improved Timeline communication and performance * Enhanced performance and stability within the Dashboard

1.74

October 28, 2023

* RightCapital financial planning integration available for the mobile app. * Innotrust statement integration now supported within the client’s vault. * Improved performance and stability within the Dashboard section of the app.

1.73

October 3, 2023

* Added the ability to easily clear all of your notifications * Reworked the Account Details page to highlight important information about the account * Improved performance within the Dashboard and Balance Sheet sections of the app * Re-added the ability for Firm Users to store their biometrics, allowing for quicker and easier logins

1.71

July 29, 2023

* Updated notification bell to provide an easier experience * Improved loading screen to provide better clarity * Enhanced mobile web to better support teams * Dashboard and subsequent cards now supports improve as of date logic

1.69

June 11, 2023

* Improved Performance Card to be able to support Additional Benchmark functionality. * Enhanced loggings to be able to provide additional support for our mobile users. * Bug Fixes

Description of Trust Point Wealth Management

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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