American Trust PartnerLens app for iPhone and iPad

4.0 ( 6960 ratings )

Social Networking Business Finance
Developer: LT Trust

Free

Current version: 13.000, last update: 3 weeks ago
First release : 02 Oct 2020
App size: 38.13 Mb

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.