American Trust PartnerLens vVARY
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About this app
Discover actionable plan insights with the 401(k) advisor dashboard
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.
Version Information
- Version
- -
- Downloads
- 500+
- Updated on
- -
- Released
- Sep 29, 2020
- Requires
- Android Varies with device
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