Business
Truist Wealth elevates the digital experience with a new modern, mobile forward investment account and portfolio platform
Truist Wealth, the private wealth business of Truist Financial Corporation (NYSE: TFC), is proud to announce a leap forward in its digital transformation journey, powered by InvestCloud, a global leader in wealth technology focused on delivering more meaningful outcomes for clients. This strategic partnership marks a key moment in Truist Wealth's multi-year investment to deliver a differentiated and client-centric digital experience.
About this update from Truist Financial Corporation
[{"type":"text","content":"Updated wealth platform focused on seamless client experience ","length":61,"tagName":"p","attribs":{}},{"type":"text","content":"CHARLOTTE, N.C., Dec. 10, 2025 /PRNewswire/ -- Truist Wealth, the private wealth business of Truist Financial Corporation (NYSE: TFC), is proud to announce a leap forward in its digital transformation journey, powered by InvestCloud, a global leader in wealth technology focused on delivering more meaningful outcomes for clients. This strategic partnership marks a key moment in Truist Wealth's multi-year investment to deliver a differentiated and client-centric digital experience.","length":493,"tagName":"p"},{"type":"image","alt":"Truist logo (PRNewsfoto/Truist)","displaySize":"","headline":null,"caption":"Truist logo (PRNewsfoto/Truist)","className":"","disableSlideshowImg":false,"size":{"original":{"width":400,"height":225,"url":"https://media.zenfs.com/en/prnewswire.com/5a637301ca5e04ecab2c3a2267bce59f"},"resized":{"url":"https://s.yimg.com/ny/api/res/1.2/ck79Mq.eCoKBZ3VJhb7Rvw--/YXBwaWQ9aGlnaGxhbmRlcjt3PTcwNTtoPTM5NztjZj13ZWJw/https://media.zenfs.com/en/prnewswire.com/5a637301ca5e04ecab2c3a2267bce59f","width":400,"height":225}},"href":"https://mma.prnewswire.com/media/1075420/TruistWhiteLogo.html","hrefExternal":true,"rel":"nofollow"},{"type":"text","content":"Truist Wealth's enhanced platform brings a suite of advanced digital capabilities directly to clients' fingertips, including:","length":133,"tagName":"p"},{"type":"list","items":[{"val":[{"type":"text","content":"Unified digital experience: Truist Wealth clients benefit from a modern, secure interface that is integrated into Truist Mobile Banking and Online Banking.","length":155,"tagName":"p"}]},{"val":[{"type":"text","content":"Seamless and secure portfolio access: Clients enjoy access to their investment accounts and consolidated portfolio views, empowering them to manage their wealth with greater transparency and control.","length":199,"tagName":"p"}]},{"val":[{"type":"text","content":"Self-directed trading: The platform enables clients who choose self-directed investment accounts to independently execute trades across equities, ETFs, mutual funds, and options.","length":178,"tagName":"p"}]},{"val":[{"type":"text","content":"Advanced research tools: Integrated Truist Investment Advisory Group macroeconomic research, alon...