ITA Connect 3.0.13

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.