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
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 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 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 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.
• 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