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Riverview Trust Company’s (or “RTC”) Wealth Access application provides a secure and simple way for you to view your personal account holdings, trades and transactions from anywhere
Riverview Trust Company
by Riverview Community Bank
What is it about?
Riverview Trust Company’s (or “RTC”) Wealth Access application provides a secure and simple way for you to view your personal account holdings, trades and transactions from anywhere. 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 your assets and liabilities into one secure platform.
App Details
Version
1.0
Rating
(1)
Size
2Mb
Genre
Finance
Last updated
October 2, 2022
Release date
October 1, 2022
More info
App Screenshots
App Store Description
Riverview Trust Company’s (or “RTC”) Wealth Access application provides a secure and simple way for you to view your personal account holdings, trades and transactions from anywhere. 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 your assets and liabilities into one secure platform.
Key Wealth Access Features:
• View entire portfolio in real time
• Simplified reporting and access
• Accessible from anywhere
• Client service team to assist in aggregation set-up and onboarding
• Fully integrated with the industry’s leading financial planning systems
• Ability to store financial documents in a secure, digital vault
• Shareable with bankers, accountants, attorneys and family members
Riverview Trust Company is a wholly owned subsidiary of Riverview Bank. RTC is a state-chartered trust company, providing investment management, wealth planning and trust services to individuals, families, entities and non-profits across the Pacific Northwest.
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AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.
