Mortgage Wallet vs CTT Private Client

Instant Messaging • Communicate with your broker in real time using our in-app messaging tool • Request and receive updates via instant messenger • Share information and documents at ease Live Progress Tracker • View the progress of your application at any point • Receive notifications when the status of your application changes • Request updates if you’re expecting the application to have progressed Document Store • Store all your documents and certificates in one central location • Easily retrieve information for future applications • Access insurance documents from the same app Mortgage Countdown Reminder • View a live countdown timer which reminds you when your fixed rate deal is due to expire • Never miss your mortgage renewal period again

The Legacy Portal app helps you keep track of your assets and their value. Record details of properties, pensions, investments, bank accounts, insurance policies etc, to maintain your asset portfolio. Categorise your assets, describe them, record account details, assign values and define the ownership—all within the secure Legacy Portal app. Once you have recorded your assets, it’s easy to update the values and see the total of your overall portfolio. You can keep a history of the updates too. If you choose, you can share your asset data securely with your partner, your family and trusted advisors. This makes light work of listing your assets so that a financial advisor or will writer, for example, can help with recommendations and guidance. Legacy Portal —easy, safe & secure.