www.investors-trust.com

I N V E S T O R S T R U S T

Online PlatformThe Investors Trust way of doing business

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Online Platform

Index

Introducer Access• General Page

• Electronic Application

• Electronic Illustration

• AML Risk Based Tool

• Resolution Center

• Distribution Network

Client Access• General Page

• Fund Trading Platform

• E-Fund Analyzer

• Morningstar® Portfolio X-Ray

www.investors-trust.com

I N V E S T O R S T R U S T

Online PlatformIntroducer Access

www.investors-trust.comInvestors Trust

Online Platform

Introducer Access: Maintain total control via a secure platform that offers a world of resources, sales and administrative tools

www.investors-trust.comInvestors Trust

Introducer Access

Electronic Application: Assist clients in subscribing to an investment plan by using the convenient electronic application

www.investors-trust.comInvestors Trust

Introducer Access

Electronic Application: Verify success on the confirmation page, including the assigned Policy Number, which is also sent to the client in confirmation email

www.investors-trust.comInvestors Trust

Introducer Access

Electronic Illustration: Visualize two different scenarios of chosen rates with an interactive illustration of results

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Introducer Access

AML Risk Based Tool: Understand the exact requirements before sending funds

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Introducer Access

Resolution Center: Communicate with our administrative team, available around the clock, by using the Resolution Center for optimal convenience and security

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Introducer Access

Resolution Center: Upload documents, resolve cases and place inquiries on existing cases via the Resolution Center

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Introducer Access

Distribution Network – Exclusive to General AgenciesRecruit financial advisors right from your Account Access page by sending personalized electronic invitations

www.investors-trust.com

I N V E S T O R S T R U S T

Online PlatformClient Access

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Online Platform

Client AccessView account status, values and fund distribution, and monitor the progress of the portfolio

www.investors-trust.comInvestors Trust

Client Access

Fund Trading PlatformBuy, sell and make changes to a portfolio in order to align with investors’ needs

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Client Access

E-Fund AnalyzerCompare performance and historical prices with the interactive mutual fund analysis tool

Key Features:

• Search funds by Fund Family, Asset Class, Investment Universe and Investment Strategy

• View and Compare Performance Data and Historical Prices

• Retrieve Fact Sheets• Interact with the graph

analysis of the selected funds by Performance or Historical Pricing

• Obtain a full analysis PDF report

www.investors-trust.comInvestors Trust

Client Access

Morningstar® Portfolio X-Ray: Help clients make better investment decisions by using the Morningstar® Portfolio X-Ray

Key Features:

• Exhibits aggregate statistics for a set of chosen investments, including asset allocation, regional and sector exposure, investment style, top holdings, and performance.

• Analyze risk, exposure, and underlying holdings of the mutual funds

• Helps to identify portfolio weaknesses and strengths

• Full analysis PDF report

www.investors-trust.com

I N V E S T O R S T R U S T

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