ITA Connect

Description

ITA Connect is a revolutionary app for contracted financial advisers seeking mobile access to the tools they use most from Investors Trust. Whether you’re managing business on the go or looking to stay up to date with the latest company news and industry insights, ITA Connect is your all-in-one solution for marketing resources from Investors Trust. This mobile app was created to put the power in the hands of the user so they can easily find, save and share resources directly from their phone, on the go and anywhere.

Discover
Stay current with the latest promotions and news from the company, easily access new features and participate in monthly live polls all within the Discover tab.

Library
Conveniently access, save and share the marketing materials that most interest your clients, in real time and on the go.

Resources
Interactive tools to better understand the needs of your clients and build a portfolio based on their financial goals.

Convenient and easy access to the tools for on the go, business success.

Our library includes resources such as our company brochure, presentations, flyers and social posts. Easily save and share with the touch of a finger. Better understand the risk profile of your clients with our interactive test. Search and share factsheets of the funds on our wide-ranging platform.