American Trust Wealth Launches New Mobile App, Client Portal

Rollouts provide clients with unprecedented market intelligence, portfolio insight

LEXINGTON, Ky.–(BUSINESS WIRE)–American Trust Wealth, an AmericanTCS company that helps individuals and institutional investors reliably reach their investment goals, today announced the launch of a new mobile app and client portal, as well as enhancements to its AmericanTrustWealth.com website to provide its clients with unprecedented access to market intelligence and portfolio insight, anytime, anywhere.

“We’re always looking for ways to use technology to make it easier for investors to reach their investment goals,” said Kevin Avent, Managing Director, Wealth Management, at American Trust Wealth. “With the launch of the new mobile app and client portal, we can keep clients well-informed, equip them with market insights and empower them to grow their wealth.”

The augmented client portal, now built on the Tamarac technology platform, is easier to navigate and provides deeper portfolio insights, including real-time performance, income projections, ATFMI scores, investment research and more.

The American Trust Wealth mobile app is available on iOS and Android devices.

American Trust Wealth focuses on managing the wealth of high-net-worth individuals and serving foundations and endowments in a fiduciary capacity, operating within its trust charter. Its Fiduciary Investment Advisors oversee more than $1 billion in assets and serve approximately 1,100 households.

Services include financial planning for individuals and families, institutional investment management, estate planning services, trust arrangements, charitable giving, tax planning, managed rollovers and more.

About American Trust Wealth

American Trust Wealth, a part of American Trust Company, was founded to help individuals and institutional investors reliably reach their investment goals in a manner that instills the highest level of confidence and complete peace of mind. Our Wealth Management Services group is dedicated to fulfilling that mission by offering our clients highly personalized service, expertise, and a broad suite of financial services. To learn more, visit www.americantrustwealth.com.

About AmericanTCS℠

AmericanTCS and its businesses collectively date back almost 40 years and provide industry-leading financial services to the American workforce. AmericanTCS delivers a wide array of custody and trust, retirement services, wealth management, and technology software automation to a diverse national client base through its businesses. With over $120 billion in assets custodied, $17 billion in recordkeeping assets, and $1.6 billion under wealth management and fiduciary services, all of the operations that comprise AmericanTCS share a common mission: to create financial security for all Americans. To learn more, visit www.americantcs.com.

Contacts

Media inquiries
Michael Dugan or Lorene Yue

Haven Tower Group

Mdugan@haventower.com or lyue@haventower.com
424.317.4852 or 424.317.4854