American Trust Wealth Launches Mobile App, Client Portal

October 24, 2023

American Trust Wealth has announced the launch of a new mobile app and client portal, as well as enhancements to its 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.

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