Core Insights - Truist Wealth has made significant advancements in its digital transformation by partnering with InvestCloud to enhance client experience and deliver innovative digital solutions [1][2][3] Company Overview - Truist Financial Corporation is a purpose-driven financial services company with total assets of $544 billion as of September 30, 2025, and has a strong market presence in high-growth U.S. markets [3] - Truist Wealth provides comprehensive wealth management solutions for affluent individuals, families, and business owners, offering a range of services through various affiliates [4] Digital Platform Enhancements - The updated Truist Wealth platform offers advanced digital capabilities, including a unified view of clients' financial lives and self-directed trading options [2][5] - Clients benefit from a modern, secure interface integrated into Truist Mobile Banking and Online Banking, allowing for seamless portfolio access and management [5] - The platform includes advanced research tools that provide clients with macroeconomic and market research to support informed investment decisions [5]