Did you know ITC Nexus allows our advisors to create and monitor client pension schemes online and sign applications with a click of a button?
Its functionality includes:
- Paperless set-up. No more posting or scanning needed.
- Ability to monitor application pipeline with real-time status changes.
- Improved communications and response times, with a review of the application within 1 working day.
- Ability to export all key scheme data to Excel
- Easy access to view clients' live bank account balances including transactions, annual reports & scheme details.
- Online AML certification.
- Online signature feature. No more missed signatures on applications.
For further information or to receive your login details, please email email@example.com.
*Please note this content is the view of the author and not of Independent Trustee Company