ITC Client Portal

ITC Client Portal

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Logo of ITC Client Portal

ITC Client Portal: Complete Control of Your Retirement and Trust Assets

Access live balances, manage essential documents, and fulfill compliance requirements with a secure digital platform designed for the sophisticated investor.

Download on App Store

Publisher

Independent Trustee Company Ltd

Category

Finance

Downloads

900

User Rating

1.0/5

Total Ratings

0

Locales

1

Your Portfolio at a Glance

Discover the interface used by 900 users.

ITC Client Portal login screen with fields for email and password above a green login button

ITC Client Portal login screen with fields for email and password above a green login button

ITC Client Portal documents screen showing a downloadable Trustee Training Handbook with upload date

ITC Client Portal documents screen showing a downloadable Trustee Training Handbook with upload date

AML document upload screen in the ITC Client Portal app

AML document upload screen in the ITC Client Portal app

Master Your Portfolio with Total Transparency

The tools that make this app stand out, trusted by 900 users.

📈

Real-Time Asset Oversight

Access a live summary of your scheme assets and bank balances with full transaction visibility for complete peace of mind.

🤝

Streamlined Online Governance

Eliminate paperwork by conducting formal trustee meetings online and uploading AML documents directly through our secure interface.

📁

Secure Digital Repository

Maintain a centralized, secure vault for your annual scheme reports and essential legal documents, accessible whenever you need them.

About the app

Everything you need to know about ITC Client Portal.

Description

The ITC Client Portal contains the following features: · Summary of scheme assets · Document repository for key documents such as client annual scheme reports · Facility to complete a trustee meeting online · AML document upload facility · Live bank account balance with transaction visibility

Latest Version

1.5

Size

27.0 MB

First Released

Dec 18, 2017

Secure Your Financial Oversight Today

Join elite professionals managing their scheme assets, trustee meetings, and AML compliance with the streamlined efficiency of the ITC Client Portal.

Download on App Store

App information, icons, screenshots, and descriptions displayed on this page are sourced from the Apple App Store and are the property of their respective developers. Download estimates and rankings are based on MWM's proprietary models and may not reflect actual figures. This page is provided for informational and analytical purposes only.

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