Charlotte, NC, December 11, 2025
Truist Wealth has introduced an innovative mobile-first investment platform in collaboration with InvestCloud. This platform enhances clients’ digital experience by integrating advanced investment tools into Truist’s Mobile and Online Banking services, allowing for effective wealth management. With features like a unified digital experience, self-directed trading, and integrated research capabilities, this initiative reflects Truist’s commitment to a client-centric approach in today’s digital finance landscape, catering to modern investors seeking efficiency and accessibility.
CHARLOTTE, N.C. – Truist Wealth, the private wealth division of Truist Financial Corporation, has introduced a new mobile-first investment platform designed to elevate clients’ digital experience. Developed in collaboration with InvestCloud, this state-of-the-art platform is seamlessly integrated into Truist’s Mobile and Online Banking services, aiming to meet the evolving needs of investors in a fast-paced, digital environment.
The launch of this innovative platform underscores Truist’s commitment to providing clients with essential tools and conveniences that allow for effective wealth management. By leveraging a mobile-first approach, Truist Wealth recognizes the importance of giving clients the flexibility to navigate their portfolios at their convenience. This offering comes at a time when digital solutions are indispensable for personal and small business finance, particularly in a dynamic economic landscape.
## A Closer Look at the New Platform
### Enhanced Digital Experience
The new platform emphasizes a unified digital experience, providing secure access to investment accounts and comprehensive portfolio views. Clients can manage their investments with ease, making it simpler to track financial performance.
### Support for Self-Directed Trading
In recognizing the growing trend of self-directed investing, the platform enables clients to execute self-directed trading across a range of investment products, including equities, ETFs, mutual funds, and options. This feature caters to a more independent client base that seeks control over their financial decisions.
### Integrated Research Capabilities
Truist Wealth has included integrated research tools derived from their Investment Advisory Group. This access empowers clients with valuable insights and macroeconomic analysis, fostering informed decision-making when managing their investments.
### Focus on Digital Transformation
The initiative aligns with Truist Wealth’s broader digital transformation strategy, designed to enhance client interactions and experiences. This commitment not only embraces cutting-edge technology but also emphasizes personalized service by meeting clients where they are in their investment journeys.
### Commitment to Client-Centric Solutions
Truist Wealth is dedicated to ensuring that client needs remain at the forefront. By providing a convenient, mobile-forward platform, they aim to enhance the overall client experience and adapt to the preferences of modern investors who prioritize efficiency and accessibility.
Truist Financial Corporation, headquartered in Charlotte, North Carolina, boasts total assets exceeding $544 billion and offers a comprehensive suite of financial services such as consumer and small-business banking, commercial banking, investment banking, and wealth management. The implementation of this investment platform represents a significant step in aligning their services with client expectations and market demands.
## Conclusion
The launch of Truist Wealth’s new mobile-first investment platform marks a pivotal moment in the evolution of digital finance, especially for Charlotte’s vibrant financial community. By prioritizing a client-centric model that integrates advanced trading tools, research capabilities, and a mobile-friendly design, Truist Wealth is well-positioned to facilitate the investment journeys of its clients. As Charlotte and its surrounding areas continue to thrive economically, the emphasis on such innovative financial solutions will surely contribute to the resilience and growth of local entrepreneurs and investors alike. Supporting these advancements ensures that everyone in the community has the opportunity to achieve their financial goals.
Frequently Asked Questions
What is Truist Wealth’s new mobile-first investment platform?
Truist Wealth has launched a new mobile-first investment platform developed in partnership with InvestCloud, integrating advanced investment tools into Truist’s Mobile and Online Banking services.
What features does the new platform offer?
The platform offers a unified digital experience, secure access to investment accounts, consolidated portfolio views, self-directed trading across various securities, and integrated research from the Truist Investment Advisory Group.
How does this platform fit into Truist Wealth’s digital transformation strategy?
This initiative is part of Truist Wealth’s ongoing digital transformation strategy, aiming to deliver a client-centric experience that combines innovative technology with personalized service.
What is Truist Financial Corporation?
Truist Financial Corporation is a purpose-driven financial services company headquartered in Charlotte, North Carolina, with total assets of $544 billion as of September 30, 2025. The company offers a wide range of products and services, including consumer and small business banking, commercial and corporate banking, investment banking, wealth management, and specialized lending.
What is the significance of this platform launch?
The launch underscores Truist Wealth’s commitment to meeting clients where they are on their investment journeys, providing them with the tools and resources needed to manage their wealth effectively in a digital-first environment.
Key Features of Truist Wealth’s New Mobile-First Investment Platform
| Feature | Description |
|---|---|
| Unified Digital Experience | Integrated into Truist Mobile and Online Banking services, offering a secure and modern interface for clients. |
| Consolidated Portfolio Views | Provides clients with a comprehensive view of their investment accounts and portfolios. |
| Self-Directed Trading | Allows clients to independently execute trades across equities, ETFs, mutual funds, and options. |
| Integrated Research Tools | Includes access to Truist Investment Advisory Group’s macroeconomic research and market insights. |
| Mobile-First Design | Optimized for mobile devices, enabling clients to manage their wealth on the go. |
Deeper Dive: News & Info About This Topic
HERE Resources
Truist Financial Lowers Prime Lending Rate to Boost Local Economy
Janney Montgomery Scott Expands in Charlotte with New Advisors
Recent Retail Additions and Events at Charlotte’s Major Malls
Truist Financial Appoints Lo Li as Chief Technology Officer
Charlotte’s Top Holiday Events
Huntington National Bank Expands to Charlotte with New Branch
Labor Day Weekend Events in Charlotte, NC
Huntington National Bank Expands in Charlotte
Atlantic Group Expands with New Office in Charlotte
Veterans Bridge Home, True Homes and Truist Launch Pathway to Homeownership Grant Program for Veterans
Author: HERE Charlotte
The CHARLOTTE STAFF WRITER represents the experienced team at HERECharlotte.com, your go-to source for actionable local news and information in Charlotte, Mecklenburg County, and beyond. Specializing in "news you can use," we cover essential topics like product reviews for personal and business needs, local business directories, politics, real estate trends, neighborhood insights, and state news affecting the area—with deep expertise drawn from years of dedicated reporting and strong community input, including local press releases and business updates. We deliver top reporting on high-value events such as Lovin' Life Music Festival, Charlotte Pride festival, and major sporting tournaments at Bank of America Stadium. Our coverage extends to key organizations like the Charlotte Regional Business Alliance and Foundation for the Carolinas, plus leading businesses in finance and entertainment that power the local economy such as Bank of America and NASCAR. As part of the broader HERE network, including HEREAsheville.com, HEREGreensboro.com, HERERaleigh.com, and HEREOBX.com, we provide comprehensive, credible insights into North Carolina's dynamic landscape.
