Truist Wealth Launches Advanced Digital Investment Platform for Clients

Truist Wealth Revolutionizes Digital Investment Experience

Truist Wealth, the private wealth management division of Truist Financial Corporation, has recently made significant advancements in its digital investment platform. This transformation is powered by a new partnership with InvestCloud, a leading name in wealth management technology. The updated platform aims to provide a highly integrated, user-friendly experience that allows clients to engage with their portfolios like never before.

Enhanced Client Engagement

In a world where digital interfaces are crucial, Truist Wealth's updated platform stands out. The modernized digital interface is more secure and seamlessly integrates with Truist Mobile Banking and Online Banking services. This means clients can access their investment information with ease, ensuring a transparent view of their financial health.

Key Features of the New Platform

1. Unified Digital Experience: Clients benefit from a cohesive platform that connects different aspects of their banking and investment services.
2. Portfolio Access: Users can now view their investment accounts and overall portfolio under one roof, simplifying wealth management.
3. Self-Directed Trading: For those interested in actively managing their investments, the platform supports self-directed trading of equities, ETFs, and mutual funds.
4. Advanced Research Tools: Integration with the Truist Investment Advisory Group’s research allows clients to make informed decisions based on macroeconomic trends and market data.

A Focus on Client Needs

Heather Magaha, head of Wealth Strategic Partnerships and Delivery for Truist Wealth, expressed that the goal of these enhancements is to meet clients at their current investment stages. She emphasizes that the investment in digital solutions is pivotal for delivering innovative features that save time and improve the overall client experience.

Strategic Partnership with InvestCloud

The collaboration with InvestCloud marks a significant step in Truist Wealth's mission to leverage technology for better client outcomes. By unifying data from various sources, clients will have a comprehensive view of their financial positions. The focus on convenience and personalization reflects Truist’s commitment to client service in the digital age.

Dan Bjerke, President of Digital Wealth at InvestCloud, highlighted the partnership's aim to support clients throughout their wealth management journeys. This implementation underscores a mutual commitment to innovation and a digital-first strategy aimed at enhancing client service.

About Truist Financial Corporation

Based in Charlotte, North Carolina, Truist Financial Corporation combines a rich history with a future oriented towards growth and client service. With total assets reaching $544 billion as of September 30, 2025, Truist ranks among the top 10 commercial banks in the U.S. The bank is dedicated to fostering better lives and communities through its extensive range of products and services.

The Broader Impact on Wealth Management

The rise of technology in wealth management is not just a trend; it's a transformation. Clients are demanding more accessible, detailed, and transparent ways to engage with their investments. Truist Wealth’s modernized platform is a response to this demand, providing clients with the tools and capabilities they need to feel empowered in their financial decisions.

In conclusion, the introduction of Truist Wealth’s advanced digital platform marks a significant leap in personal wealth management, offering an integrated, client-focused experience that aligns with modern digital expectations. As technology continues to evolve, so too will the wealth management services provided to clients, with Truist leading the charge into a more connected and efficient future.