7IMagine vs CTT Private Client

7IMagine is our award-winning interactive app, designed specifically for financial advisers and their clients. Wherever you are – on holiday, on the way to work, out shopping – you can keep tabs on your investments on your mobile or tablet and get up-to-date details on how they are performing. My Future is our tool that provides an interactive way of determining whether your clients wealth can provide for their future needs. If you are a client, your adviser can share the plan with you to review. My Money - keep up to date with how your clients investments are performing and where around the world their assets are invested. If you are a client you can login via the app and view your investments.

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.