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.
Übersicht
ITA Connect ist eine Freeware-Software aus der Kategorie Office & Business, die von Investors Trust entwickelt wird.
Die neueste Version ist 3.0.13, veröffentlicht am 03.06.2024. Die erste Version wurde unserer Datenbank am 03.06.2024 hinzugefügt.
ITA Connect läuft auf folgenden Betriebssystemen: iOS.
Die Nutzer haben ITA Connect eine Bewertung von 5 von 5 Sternen gegeben.
22.09.2024 | 觉晓法考HD-司法考试优质题库 4.30.0 |
22.09.2024 | Campus Outreach Birmingham 6.10.3 |
22.09.2024 | Migraine diary+ 1.67 |
22.09.2024 | Binary Brigade 2.0 |
22.09.2024 | Reflection Church 6.10.20 |