myTailoredWealth vs Thrivasium

Trustmark Tailored Wealth provides comprehensive and customized wealth management services for individuals, businesses and corporations for the purpose of helping our clients accumulate, preserve and transfer wealth. We’re more than just advice and a plan—we are experienced providers of wealth strategies tailored to each client’s unique needs, and the myTailoredWealthSM app offers users a robust way to interact with your account information right on your phone or other mobile device. Convenient app. Trustworthy team. Our team of relationship and portfolio managers gives you the freedom to live more confidently knowing your investments are being managed to meet your specific goals. And the app puts all this and more right in your pocket. Invest with confidence. Trustmark Tailored Wealth is your true financial partner, offering professional guidance to formulate tailored strategies to help you meet your unique financial goals for the accumulation and preservation of your wealth. With the app, you’ll be able to see stock prices in real time, check trades, view monthly performance statements, and more—anywhere, anytime. Not just for individuals. From custodial trust to employee retirement planning and other business services, corporations can use the myTailoredWealthSM app to help achieve their goals. Technology backed by people you trust. The myTailoredWealthSM app is backed by a team of skilled professionals who are knowledgeable, dependable, and highly experienced in their field. That’s the power of Trustmark Tailored Wealth.

Thrivasium is a best-in-class personal finances app that works seamlessly across iPhone®, iPad®, Apple Watch®, and Mac® helping you to achieve your financial goals. OVERVIEW: · Thrivasium helps you master your personal finances and achieve your financial vision. · Easily handles dozens of accounts and thousands of transactions. · Enable transaction markers to highlight deposits, negative balances, and credit card utilization ratio levels. · Visualize your financial status and progress using five insightful charts (expenses/incomes by category, expenses/incomes over time, cash flow) and summaries. · Gain insight on where to reduce expenses in your finances and improve cashflow with the budget tools. · Works seamlessly across all your devices and Macs. FILES: · Quickly and easily import your financial data from Debit & Credit, MoneyWiz, or YNAB with a CSV file. · Easy to learn: A demo file with 6 accounts and neary 2000 transactions can be loaded into Thrivasium to explore and learn. · Export all or a subset of your financial data (transactions, charts, budgets) as CSV files to use with a spreadsheet. PEACE OF MIND: · Backup files are encrypted and can be saved to a folder of your choice. · Your finanical data is encrypted and stays on your devices and Macs. · Biometric and app password restricted access can be enabled for additional security. · A separate sync password is required to enable syncing financial data on each device. LINKS Privacy Policy: https://thrivasium.com/privacypolicy/ Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/