TRUSTtrak 2.0

Are you a busy professional always on-the-go with limited time to review your investment portfolios? Are you interested in monitoring your account's performance against the market?

The TRUSTtrak app offers a convenient solution, allowing you to effortlessly check your portfolio balances while managing your daily activities. This app provides a user-friendly interface with detailed breakdowns, enabling you to evaluate your journey towards financial growth on your iPhone or iPad. TRUSTtrak grants you access to essential investment tools, including:

• Account Summary: Instantly access up-to-date summaries of your accounts along with their allocations.
• Dashboards: Navigate through various dashboards displaying comprehensive breakdowns and visual graphs of your accounts.
• Performance: Monitor your account's performance relative to the market trends.