# Trust Point Wealth Management

> Trust Point Wealth Management (iPhone/iPad app by Trust Point Inc.)

- Source: https://appshunter.io/ios/app/trust-point-wealth-management/id1576198939 (this page in markdown: same URL + `.md`)
- Developer: [Trust Point Inc](https://appshunter.io/developer/1475490127)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 12.4 · 139 MB
- Languages: English
- Released: 2021-08-03
- Data updated: 2026-06-22
- User reviews in markdown: https://appshunter.io/ios/app/trust-point-wealth-management/id1576198939/reviews.md

## What is 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.


## Version history (last 5 releases)

### 1.96 — 2026-06-13

• Login Security Enhancements
• Performance Improvements
• Bug Fixes

### 1.95 — 2026-05-04

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.94 — 2026-03-07

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.93 — 2026-01-17

• Updated vault experience
• Performance Enhancements
• Bug Fixes

### 1.92.1 — 2025-12-22

• Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes

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*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 2026-06-22.*