Legacy Insights Series Global Search | CTT GROUP скачать в хорошем качестве

Legacy Insights Series Global Search | CTT GROUP

Welcome to Legacy Software Insights, a new series where we highlight the features and tools within CTT Legacy Software designed to make estate planning simpler, faster, and more intuitive. First up: Global Search. Global Search allows advisers to quickly find clients, records, and documents from anywhere in the platform, cutting down time spent searching and helping you stay focused on what matters most. We’re constantly innovating and improving the user experience across Legacy Software and our set of market-leading tools, refining how features work based on real-world use and feedback. This is just the beginning. More Legacy Software Insights are coming soon! Get to know why CTT Legacy Software is market-leading, and how its tools are helping estate planning businesses work smarter and more efficiently: https://ow.ly/PaVm50XSk0N 👉More information? Click the following link: https://ctt-group.co.uk/about/ 👉Make sure to subscribe to our channel: / @ @CTTGroup. 👉More information & contact: Website: https://ctt-group.co.uk/contact/ Facebook: / CTT Group LinkedIn: / CTT Group Instagram: / @Cttgroup Contact them here: https://professional-services.ctt-gro... Interested in becoming an estate planner? Make sure to take a look at our latest campaign: https://linktr.ee/ctt.byob 📍Location: Gables House, 62 Kenilworth Road, Leamington Spa, CV32 6JX Tel: +44 1926 514 390