American Trust PartnerLens app for iPhone and iPad
4.4 (
9664 ratings )
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Developer: LT Trust
Free
Current version: 12.3, last update: 3 months agoFirst release : 02 Oct 2020
App size: 36.97 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.