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JTC Private Office

價格:免費

更新日期:2019-06-26

檔案大小:因裝置而異

目前版本:因裝置而異

版本需求:Android 因裝置而異

官方網站:http://www.jtcgroup.com

Email:JTCPrivateOffice@jtcgroup.com

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Full description:

As a client of JTC Private Office you receive exclusive access to our custom-

built digital platform, Edge. 

Using next generation technology, Edge offers you instant access at any

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time to both the financial and non-financial information that matters to you. 

With Edge you can see your life in one place.

Main features include:

● A dashboard overview of net assets, asset allocations and recent

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portfolio changes.

● Detailed reporting by asset class, including valuation history and links

to key asset documents.

● Fully customizable document storage, allowing easy access on the

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move to all your key documents.

● Where applicable, an interactive structure chart showing all the entities

in your structure, with easy access to details of the assets held and

the related key documents. 

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● Contact details for your JTC Private Office team.

Existing clients should contact their dedicated JTC Private Office contact for

their Edge login credentials.

Further information on JTC Private Office, including contact details for our

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team, can be found at www.jtcprivateoffice.com

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