ITA Connect provides financial advisers with a convenient mobile solution to access essential tools. This app allows users to manage business tasks and stay updated on industry insights and company news on-the-go. Users can easily find, save, and share resources directly from their mobile device.
- Discover: Stay informed with the latest company promotions and news, access new features, and engage in monthly live polls within the Discover tab.
- Library: Access, save, and share marketing materials relevant to your clients in real-time.
- Resources: Utilize interactive tools to comprehend your clients' needs better and construct portfolios aligned with their financial objectives.
The app offers seamless access to tools for achieving business success on-the-go. The library contains resources like company brochures, presentations, flyers, and social media posts. Easily save and share these resources with just a tap. Understand your clients' risk profiles through an interactive test. Moreover, search and share funds' factsheets available on our diverse platform.
Overview
ITA Connect is a Freeware software in the category Business developed by Investors Trust.
The latest version of ITA Connect is 3.0.13, released on 06/03/2024. It was initially added to our database on 06/03/2024.
ITA Connect runs on the following operating systems: iOS.
Users of ITA Connect gave it a rating of 5 out of 5 stars.
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