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JTC Private Office

價格:免費

更新日期:2020-01-27

檔案大小:133.3 MB

目前版本:1.0.1

版本需求:系統需求:iOS 9.3 或以後版本。相容裝置:iPhone、iPad、iPod touch。

支援語言:英語

JTC Private Office(圖1)-速報App

As a client of JTC Private Office you receive exclusive access to our custom-built digital platform, Edge. 

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Using next generation technology, Edge offers you instant access at any time to both the financial and non-financial information that matters to you.  With Edge you can see your life in one place.

JTC Private Office(圖3)-速報App

Main features include:

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• A dashboard overview of net assets, asset allocations and recent portfolio changes.

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• Detailed reporting by asset class, including valuation history and links to key asset documents.

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• Fully customizable document storage, allowing easy access on the move to all your key documents.

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• 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. 

• Contact details for your JTC Private Office team.

Existing clients should contact their dedicated JTC Private Office contact for their Edge login credentials.

支援平台:iPhone, iPad