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Screenshots

  • TRB Trust and Wealth MGMT screenshot 1
  • TRB Trust and Wealth MGMT screenshot 2
  • TRB Trust and Wealth MGMT screenshot 3

About TRB Trust and Wealth MGMT

See your complete financial picture and interact with your financial advisor. This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES - Interactive dashboard showing you your complete financial picture. - Dynamic reports with current investment information. - Document vault for securely viewing files from your wealth advisor. - And more!

What’s new

Version 1.98.1 · Updated September 15, 2026

• To-Do items are now named Tasks • Performance Improvements • Bug Fixes

App privacy

The developer, Texas Regional Bank, reported these privacy practices to Apple.

Data Used to Track You

The following data may be used to track you across apps and websites owned by other companies:

  • Usage Data: Product Interaction

Alternatives to TRB Trust and Wealth MGMT

Looking for apps like TRB Trust and Wealth MGMT? Here are 6 similar apps on the App Store.

TRB Trust and Wealth MGMT vs. alternatives
App Rating Price Last updated
TRB Trust and Wealth MGMT – Free September 15, 2026
Grand Wealth Management, LLC – Free Feb 3, 2026
Beacon Coast Mobile – Free Sep 15, 2026
Intelligent Capitalworks App – Free Jun 13, 2026
Boston Standard Client Portal – Free Jun 13, 2026
Innovative Asset Advisors Grp. – Free Jun 13, 2026
Louis Ciliberti Wealth Mgt – Free Sep 15, 2026