# TCV Trust & Wealth Management > Digital platform for viewing and managing personal balance sheets and financial portfolios. (iPhone/iPad app by Wealth Access.) - Source: https://appshunter.io/ios/app/tcv-trust-and-wealth-management/id1245859514 (this page in markdown: same URL + `.md`) - Developer: [Wealth Access](https://appshunter.io/developer/1079917691) - Category: Finance - Price: Free - Rating: 1.00/5 from 1 App Store ratings - Age rating: 4+ - Requires: iOS 17.0 · 2 MB - Languages: English - Released: 2017-06-15 - Data updated: 2026-06-25 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/tcv-trust-and-wealth-management/id1245859514/reviews.md ## What is TCV Trust & Wealth Management? From Wealth Access, Inc., the most popular digital platform ranked #1 Online Advice Solution in the 2015 Financial Planning Technology Survey: Provides a clear, complete and simple way for you to view your personal balance sheet from anywhere at anytime. 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 Wealth Access dashboard provides data updated daily to track trends and manage your cash flow. Wealth Access' Intelligent Aggregation links to over 20,000 different institutions through multi-tiered data sources, providing a complete data aggregation engine with the power to bring in all of your assets and liabilities into one secure platform. Wealth Access’ permissions based technology makes it easy to share info with advisors. By working with your advisor you can ensure that you’re always tracking your financial goals. Have real time conversations with your advisor to manage your financial life. IT’S EASY TO GET STARTED Wealth Access is available by contacting your wealth advisor today. Wealth Access automatically organizes all of your balance sheet and organizes your expenses. KEY WEALTH ACCESS FEATURES: Wealth Access is the industry’s leading PFM designed for high net worth clients that 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 Multi-generational wealth views Fully integrated with the industry’s leading financial planning systems Ability to store financial documents in a secure, digital vault Shareable with Bankers, Accountants, Lawyers and Family Members Please note that Wealth Access currently connects to US and international financial institutions. All reporting will be reported in local currencies. To learn how Wealth Access protects your privacy, please visit http://www.wealthaccess.com/wp-content/uploads/2015/11/Privacy-Policy.pdf ## Key features - View personal balance sheet - Track recent trades and transactions - Monitor current portfolio holdings - Aggregate data from 20,000+ institutions - Securely store financial documents - Share information with advisors ## Frequently asked questions about TCV Trust & Wealth Management ### How does TCV Trust & Wealth Management protect my financial data? The platform uses a secure, permissions-based technology to protect your data. It aggregates information from over 20,000 institutions through multi-tiered data sources, ensuring a complete and secure overview of your assets and liabilities. ### Can I use TCV Trust & Wealth Management to track expenses? Yes, TCV Trust & Wealth Management automatically organizes your balance sheet and expenses. This helps you gain a clear understanding of your spending patterns and manage your cash flow effectively. ### What financial institutions does TCV Trust & Wealth Management connect to? TCV Trust & Wealth Management connects to over 20,000 US and international financial institutions. It can aggregate data from a wide range of sources to provide a comprehensive view of your finances. ### Is TCV Trust & Wealth Management available on Android devices? Based on the provided data, TCV Trust & Wealth Management is supported on iPhone, iPad, and iPod. Information regarding Android compatibility is not specified. ### How often is the data updated in TCV Trust & Wealth Management? The Wealth Access dashboard provides data updated daily. This allows you to track trends and manage your cash flow in near real-time. ### Can I share my financial information with my accountant or lawyer using TCV Trust & Wealth Management? Yes, the platform's permissions-based technology makes it easy to share information with advisors, bankers, accountants, lawyers, and family members. This facilitates collaboration on your financial life. ### What is the user rating for TCV Trust & Wealth Management? TCV Trust & Wealth Management has a rating of 1.0 stars from 1 rating. This indicates a very limited user feedback base at this time. ### Does TCV Trust & Wealth Management have ads? No, TCV Trust & Wealth Management does not contain advertisements. The app is free to use without any ad interruptions. ## Version history (last 5 releases) ### 2.4.0 — 2025-10-02 Security and framework updates ### 2.3 — 2022-05-26 Bug fixes and updates. ### 2.2 — 2017-12-09 This app has been updated by Apple to display the Apple Watch app icon. Fingerprint + Face Id Authentication (Log in and select remember me) iPhone X compatibility Improve ability to open documents ### 2.1 — 2017-09-18 Updating app to match new branding. ### 2.0 — 2017-06-15 No release notes. ## Apps similar to TCV Trust & Wealth Management | App | Rating | Price | Category | | --- | --- | --- | --- | | [Bratt Bank](https://appshunter.io/ios/app/bratt-bank/id1512790942) | 4.8 (360) | Free | Finance | | [Investment.com](https://appshunter.io/ios/app/investmentcom/id1669331016) | 4.6 (48) | Free | Finance | | [Grinnell State Bank Mobile](https://appshunter.io/ios/app/grinnell-state-bank-mobile/id909117329) | 4.7 (337) | Free | Finance | | [GlobalWealth Access](https://appshunter.io/ios/app/globalwealth-access/id1638109343) | 5.0 (2) | Free | Finance | | [Atlantic Union Bank Wealth](https://appshunter.io/ios/app/atlantic-union-bank-wealth/id1569651653) | 3.7 (3) | Free | Finance | | [Abundant Giving](https://appshunter.io/ios/app/abundant-giving/id1437661053) | 2.0 (14) | Free | Finance | ## More apps by Wealth Access - [Wealth Access Mobile](https://appshunter.io/ios/app/wealth-access-mobile/id1079917692) - [LMB Wealth Access](https://appshunter.io/ios/app/lmb-wealth-access/id1131765618) - [INTRUST Wealth](https://appshunter.io/ios/app/intrust-wealth/id1136367456) - [The Trust Company of Tennessee](https://appshunter.io/ios/app/the-trust-company-of-tennessee/id1139760986) - [Avalon Advisors](https://appshunter.io/ios/app/avalon-advisors/id1210156375) All apps by Wealth Access: https://appshunter.io/developer/1079917691 --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-25.*