ITA Connect: Mobile Solution for Financial Advisers
ITA Connect is a groundbreaking app designed for financial advisers, providing them with convenient mobile access to essential tools. Whether managing business tasks on the move or staying informed with the latest company updates and industry trends, ITA Connect offers a comprehensive solution for accessing marketing resources from Investors Trust. This user-friendly mobile application empowers users to effortlessly discover, save, and share resources directly from their smartphones, anytime and anywhere.
In ITA Connect, users can explore the 'Discover' tab to stay updated with the newest promotions, company news, and engage in monthly live polls. The 'Library' feature allows easy access to marketing materials, enabling users to save and share content relevant to their clients in real-time. Moreover, the 'Resources' section provides interactive tools to assist in understanding clients' needs and building portfolios aligned with their financial objectives.
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