The Investors Trust way of doing business

www.investors-trust.com

I N V E S T O R S T R U S T

Online PlatformThe Investors Trust way of doing business

www.investors-trust.comInvestors Trust

Online Platform

Index

Introducer Access• General Page

• Electronic Application

• Electronic Illustration

• AML Risk Based Tool

• Resolution Center

• Distribution Network

Client Access• General Page

• Fund Trading Platform

• E-Fund Analyzer

• Morningstar® Portfolio X-Ray



Online PlatformIntroducer Access


Online Platform

Introducer Access: Maintain total control via a secure platform that offers a world of resources, sales and administrative tools


Introducer Access

Electronic Application: Assist clients in subscribing to an investment plan by using the convenient electronic application


Introducer Access

Electronic Application: Verify success on the confirmation page, including the assigned Policy Number, which is also sent to the client in confirmation email


Introducer Access

Electronic Illustration: Visualize two different scenarios of chosen rates with an interactive illustration of results


Introducer Access

AML Risk Based Tool: Understand the exact requirements before sending funds


Introducer Access

Resolution Center: Communicate with our administrative team, available around the clock, by using the Resolution Center for optimal convenience and security


Introducer Access

Resolution Center: Upload documents, resolve cases and place inquiries on existing cases via the Resolution Center


Introducer Access

Distribution Network – Exclusive to General AgenciesRecruit financial advisors right from your Account Access page by sending personalized electronic invitations



Online PlatformClient Access


Online Platform

Client AccessView account status, values and fund distribution, and monitor the progress of the portfolio


Client Access

Fund Trading PlatformBuy, sell and make changes to a portfolio in order to align with investors’ needs


Client Access

E-Fund AnalyzerCompare performance and historical prices with the interactive mutual fund analysis tool

Key Features:

• Search funds by Fund Family, Asset Class, Investment Universe and Investment Strategy

• View and Compare Performance Data and Historical Prices

• Retrieve Fact Sheets• Interact with the graph

analysis of the selected funds by Performance or Historical Pricing

• Obtain a full analysis PDF report


Client Access

Morningstar® Portfolio X-Ray: Help clients make better investment decisions by using the Morningstar® Portfolio X-Ray

Key Features:

• Exhibits aggregate statistics for a set of chosen investments, including asset allocation, regional and sector exposure, investment style, top holdings, and performance.

• Analyze risk, exposure, and underlying holdings of the mutual funds

• Helps to identify portfolio weaknesses and strengths

• Full analysis PDF report



Thank you

The Investors Trust way of doing business

Documents