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American Trust PartnerLens

PartnerLens from American Trust is a dashboard for 401(k) advisors

PartnerLens from American Trust is a dashboard for 401(k) advisors

American Trust PartnerLens

by LT Trust
American Trust PartnerLens
American Trust PartnerLens
American Trust PartnerLens

What is it about?

PartnerLens from American Trust is a dashboard for 401(k) advisors. Using plan data, PartnerLens gives real-time data visualization for an advisor’s entire book of business with American Trust. Each representation of data is dynamic, responding to user selection so that plans can be analyzed at both a micro and macro level.

American Trust PartnerLens

App Details

Version
256.000
Rating
(1)
Size
21Mb
Genre
Business Finance
Last updated
July 1, 2025
Release date
October 2, 2020
More info

App Store Description

PartnerLens from American Trust is a dashboard for 401(k) advisors. Using plan data, PartnerLens gives real-time data visualization for an advisor’s entire book of business with American Trust. Each representation of data is dynamic, responding to user selection so that plans can be analyzed at both a micro and macro level.

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