INTRUST Wealth 4+
Wealth Access
-
- Free
Screenshots
Description
INTRUST Wealth Access provides a complete snapshot of your personal net worth. With a comprehensive overview of all your assets and liabilities, you can easily view and share information with your INTRUST Advisor to help assess and manage your financial goals.
- Track real-time progress towards financial goals
- Easy collaboration with your trusted INTRUST Advisors
- Save time preparing financial statements for meetings
- Enjoy state-of-the-art security that protects your information
INTRUST Wealth Access is a great combination of technology and service that enables you and your Advisor the ability to help you meet your financial goals.
For information on setting up Wealth Access, please contact your INTRUST Wealth Advisor.
What’s New
Version 2.2
Bug fixes and updates.
App Privacy
The developer, Wealth Access, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Wealth Access, Inc.
- Size
- 1.6 MB
- Category
- Finance
- Compatibility
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- iPhone
- Requires iOS 14.0 or later.
- iPad
- Requires iPadOS 14.0 or later.
- iPod touch
- Requires iOS 14.0 or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
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English
- Age Rating
- 4+
- Copyright
- © 2022 Wealth Access, Inc
- Price
- Free