The Trustee Portal is a simple and efficient communication tool between your trustee and you. The portal works as a mobile app or as a web-based solution on your PC. Your advantages:
Reduce your paperwork: photograph documents for your trustee with your cell phone to increase the efficiency of you and your trustee.
24/7 access to your documents: Need your latest financial statement and tax return for a bank appointment tomorrow? No problem - open the app and access your documents.
Your information is kept highly secure. Access to the app is only possible by entering your credentials or with biometric authentication (FaceID).
Reduce your paperwork: photograph documents for your trustee with your cell phone to increase the efficiency of you and your trustee.
24/7 access to your documents: Need your latest financial statement and tax return for a bank appointment tomorrow? No problem - open the app and access your documents.
Your information is kept highly secure. Access to the app is only possible by entering your credentials or with biometric authentication (FaceID).
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