This app provides financial advisors with mobile access to marketing resources, company news, and interactive tools. Easily find, save, and share materials to manage business on the go and understand client needs.
3.1.8
December 3, 2025
Minor bug fixes in the social post and discover.
ITA Connect is a mobile application designed for financial advisors, offering on-the-go access to marketing resources, company news, and interactive tools to manage their business and client relationships.
Yes, ITA Connect is available for free download and use, with no in-app purchases or advertisements.
The app provides access to a library of marketing materials including company brochures, presentations, flyers, social posts, and fund factsheets.
Yes, you can easily save and share marketing materials and fund factsheets with clients directly from your phone with just a touch.
Yes, the app features interactive tools, including a risk profile assessment, to help advisors better understand their clients' needs and financial goals.
ITA Connect is currently supported on iPhone and iPod devices.
The latest version, 3.1.8, was last updated on December 3, 2025, indicating regular updates to improve functionality and content.
ITA Connect has received very positive user feedback, holding a high rating of 4.9 stars from 11 ratings.
