Following requests from our advisors, we have developed a ‘Download Client Summary’ function on the ITC Nexus portal, which enhances your overview of client schemes.
By clicking the button in the ‘My Business’ section of the portal, you can generate an excel list of all your client’s active schemes, which includes useful data including:
- Most recent scheme Net Asset Value
- Scheme renewal dates
- AML Status on the scheme (Yes means AML is up to date)
- Current bank balance of scheme operating account
- Outline of advisor fee percentages listed against schemes
- Name of advisor assigned to scheme
If you do not yet have access to ITC Nexus, please contact your Business Development Manager or email firstname.lastname@example.org for further details.
*Please note this content is the view of the author and not of Independent Trustee Company