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Glenview Trust Client Connect app for iPhone and iPad


4.0 ( 8160 ratings )
Business Finance
Free
Current version: 17.1.0, last update: 6 years ago
First release : 18 Mar 2018
App size: 5.83 Mb

Convenient and secure access to your trust and investment information wherever you are with the Glenview Trust Client Connect Mobile App. The app provides a snapshot of your total wealth, making it easy for you to share information with your trusted advisor, making informed financial decisions based on your goals.

Key features include:
• A secure environment, protecting your information.
• Access to your financial information in a clear and simple format.
• Use of your fingerprint as a convenient and secure way to sign in.
• A snapshot of your total portfolio on an aggregated basis or by individual account.
• Detailed holdings information.
• Recent trade activity and transactions.