| 4U | | Chrome, Edge | | Brokerage |
| Access Review | | | | Brokerage |
| Account Balancing and Reconcilement (ABARS) | | Edge, Chrome | This tool replaces ABARS | Operations,Trust |
| Account Cross Reference DO NOT USE - See PortfolioView (TPV) below | | Edge, Chrome | | Operations,Trust |
| Account Maintenance Web Form | | Chrome | | Trust |
| Account Number Generator | | | | Operations,Trust |
| Advantage Fee | | Edge | | Trust |
| Advisor Desktop CRM | Guides, Training & Support | Chrome | SSO to Advisor Desktop CRM application for all Truist Wealth teammates. | All Wealth |
| Advisor Finder (People Finder) | Guides, Training & Support | | | Brokerage |
| Argus Research | | | | Brokerage,Trust |
| Audit Trax/Contractors Only (RegEd) Non-SSO | | | for Contractors Only | Brokerage |
| BenePay | | Chrome | | Institutional |
| BOF Certification FileNet | Guides, Training & Support | Edge, Chrome | BOF FileNet is viewable in Chrome. (This filenet is different than Wealth FileNet which can be accessed via the top of the Person/Entity page in Advisor Desktop.) | |
| Brokerage Reporting | Guides, Training & Support | Chrome | Location for Accessing Custom Reports | Brokerage |
| Brokerage Search Tools | | Chrome | Save as a Favorite in your browser for quick access! | Brokerage |
| CASS | | | | Operations,Trust |
| CISCO Spam Quarantine | | Chrome | Truist ID and password required. Previously named BBT Ironport. | Brokerage,Institutional,Operations,Trust |
| Client Assignment System (CAS) | Guides, Training & Support | Chrome or Edge | | All Wealth |
| CMOD/ICN | | | Previously known as Xnet. | Operations,Trust |
| Cognos Reporting | | | | Brokerage,Institutional,Trust |
| Commercial Loan Origination (CLO) System | | | | Trust |
| Comp Central | | | | Brokerage |
| ConfirmWeb | | | | Operations,Trust |
| Corporate Travel | | | | All Wealth |
| Credit Suisse Research Portal | | | PFA/PWA Only | Brokerage |
| CSS (Pilot Users) | | | | Trust |
| Customer StrataStation (CSS) | Guides, Training & Support | Edge | | Operations,Trust |
| Data Interface Processor (DIP) | | Edge | | Operations |
| Digital Solutions for Wealth & Investment Clients | Guides, Training & Support | | | All Wealth |
| Dorsey Wright | | | | Brokerage |
| Dow Jones News Plus | | | | Brokerage |
| Electronic Books and Records (EBaR) | Guides, Training & Support | | EBaR, STIS Statements and Surveillance Documents | Brokerage |
| Envestnet - AMC Advisory Platform | | | Use Envestnet via Wealthscape | Brokerage |
| Envestnet (Trust Teammates Only) | | Chrome | Compliance Tool; Wealth Brokerage teammates must use the Envestnet link post in Wealthscape. | Institutional,Trust |
| Equity/Preferred New Issues | | | | Brokerage |
| Equity/Preferred Syndicate Offerings | | | Equity/Preferred Syndicate Offerings application. | Brokerage |
| eSign - Brokerage | Guides, Training & Support | Edge, Chrome | | Brokerage |
| eSign - Trust/Bank | Guides, Training & Support | Edge, Chrome | | Institutional,Trust,Wealth Advisors |
| Evercore ISI Research | | Edge, Chrome | | Brokerage,Trust |
| FactSet | Guides, Training & Support | Desktop App | | Trust |
| FastNet | Guides, Training & Support | Chrome | This application replaces the Collateral Valuation Application | Institutional,Operations,Trust |
| Fee Manager | Guides, Training & Support | Edge | | Operations,Trust |
| First Rate | Guides, Training & Support | | | Brokerage,Trust |
| Fiserv IMS | Guides, Training & Support | | | Trust |
| FolioDynamix (FDx) | Guides, Training & Support | Chrome | | Brokerage,Trust |
| Frontline & eCommunication Builder | Guides, Training & Support | | Access via Advisor Desktop | All Wealth |
| Global Relay | | | | Brokerage |
| Hearsay | Guides, Training & Support | | | All Wealth |
| Horsesmouth | | | | Brokerage |
| HR A-Z | | | | All Wealth |
| HR Digital Assistant | | Chrome | | All Wealth |
| HR Manager Resources | | | | All Wealth |
| IAC- Integrated Asset Classification | | | | Trust |
| IBISWorld Research | | | | Trust |
| ICE | Guides, Training & Support | | Access to Corporate Action Information, Historical Pricing and Cost Basis Informaton | Brokerage |
| ILINX Custom Barcode Coversheet | | | | Brokerage |
| Image Access | | Edge, Chrome | Image Access for Brokerage teammates. | Brokerage |
| Image Explorer | | Edge, Chrome | | Brokerage,Institutional,Operations,Trust |
| Incentive Enablement Site (IES) Wealth Bankside | | | Wealth Bankside Incentive Enablement Site (IES) | Institutional,Trust,Wealth Advisors |
| Incentive Enablement Site (WBIES) | | | Wealth Brokerage Incentive Enablement Site (WBIES) | Brokerage |
| Investment Policy Statement | | Chrome | | Trust |
| Items for Attention | | | | Brokerage,Operations |
| iWork | Guides, Training & Support | Edge, Chrome | | Institutional,Operations,Trust |
| LexisNexis | Guides, Training, & Support | Edge, Chrome | Application in Pilot | Brokerage |
| Lightstream | Guides, Training & Support | | | Brokerage,Trust,Wealth Advisors |
| Longview | Guides, Training & Support | Desktop app | Support provided by LineData: (617) 912-4800 Option 1 | Operations,Trust |
| Mobius | | Edge | hBBT document imaging system. (Must be accessed via Internet Explorer or Edge.) | Brokerage,Operations |
| Morningstar | These services should now be accessed via Wealthscape: Advisor Workstation, Analyst Research Center and Annuity Intelligence | | | Brokerage |
| NAO - New Account Opening | | | | Trust |
| Nationwide | | | | Brokerage |
| Onboarding: Managers | Guides, Training & Support | | | All Wealth |
| Onboarding: New Hires | Guides, Training & Support | | | All Wealth |
| Operations Toolskit | | | | Brokerage |
| Pandia | Guides, Training & Support | Chrome | As of 6/2/22, Pandia will be available for all Wealth Brokerage teammates. | Brokerage |
| Paybase | | Edge | | Operations |
| PCTrax | Crystal Reports Viewer Fix | | | Operations,Trust |
| People Finder | Guides, Training & Support | | | All Wealth |
| Policy and Procedure Manager (PPM) | Guides, Training & Support | | | Brokerage,Institutional,Operations,Trust |
| PortfolioView (TPV) | Guides, Training & Support | Edge, Chrome | SSO to Internal PortfolioView (Available in IE or Chrome) | Institutional,Operations,Trust,Wealth Advisors |
| PriceMetrix | | | | Brokerage |
| Production Profiles | | Edge | IE uses SSO.
Chrome requires username bbt-user/ followed by Truist ID (bbt-user/D#####) and network password. | Brokerage |
| Protegent Personal Trading Assistant (PTA) | | | Compliance tool--This application monitors personal trade accounts for Access Persons. | Brokerage |
| Protegent Surveillance/ProSurv | | | | Brokerage |
| Reporting by Wealth Data and Analytics | Guides, Training & Resources | | | All Wealth |
| SADI | | | | Operations,Trust |
| SBL Express | | | | Trust |
| SEI Archival Services | | Edge | | Operations,Trust |
| SEI Compliance (Pilot Users) | | | | Trust |
| SEI Compliance System | | Edge, Chrome | | Operations,Trust |
| SEI CSM ServiceNow | Guides, Training & Support | Chrome | This tool replaces SSR & MAGIC | Operations,Trust |
| Service Now | | | | All Wealth |
| SummitView | Guides, Training & Support | | In read only status. Full retirement expected Q1 2023. | Brokerage,Trust,Wealth Advisors |
| TARA | | | | Operations,Trust |
| Teammate Learning Experience Portal | | | | All Wealth |
| TIS Operations Training Guide | Guides, Training & Support | Chrome, Edge | Designed to give access to key information and supplemental training resources to help support your book of business on Wealthscape. | Brokerage,Operations |
| Truist Financial Planning | | | | All Wealth |
| Truist Human Resources Site | | | | All Wealth |
| Truist Invest/InvestPro | Guides, Training & Support | | | Brokerage |
| Truist Service Now Portal | | | | All Wealth |
| Truist SharePoint User Community | Guides, Training & Support | | | All Wealth |
| Truist Sourcing and Supply Management | | | | All Wealth |
| Truist.com | | | | All Wealth |
| Trust Administration Platform (TAP) | Guides, Training & Support | | | Operations,Trust |
| Trust Fund Accounting System (TFAS) | | Edge | | Trust |
| Trust Lost Business TACS | | | | Trust |
| UIT Trading (CapeLogic) | Guides, Training & Support | | | Brokerage |
| UPS Application - ShipExec | | | | Brokerage |
| Value Line | | | | Trust |
| Varicent | Guides, Training & Support | | Incentive crediting, Varicent Compensation Reporting, EdgeSell Compensation Reporting (Omni Teams) …and much more. | Brokerage |
| VOC | Guides, Training & Support on Wealth Relationship VOC Program | | Voice of Client | All Wealth |
| Voyager | | Edge | This tool replaces TREMS | Operations,Trust |
| Wealthscape | Guides, Training & Support | | Platform used to service brokerage accounts cleared through National Financial Services, LLC. | Brokerage |
| WirePro | | | | Operations,Trust |
| Work Requests | | Edge, Chrome | | Brokerage |
| Workday | | | | All Wealth |
| Xchange (RegEd/TRAX) NEW SSO | Guides, Training & Support | | Contact your ROM for support | Brokerage,Operations,Trust |
