Trust Client™
Empowering Informed Decisions
Introducing
The Next Generation of Client Comfort
After conducting a thorough survey with the help of multiple prospective clients, we realized that lack of access to knowledge seemed to be among the biggest road blocks for new investors. Appreciating this fact, we developed a full suite application to give clients all that they need, right at their fingertips.
Can I Access Trust Client™ ?
To ensure client data remains secure, access to Trust Client™ is limited exclusively to approved users.
If you are a client and wish to apply, create an account. Once you have an account, follow the below steps.
How to Apply
Once you are logged into your account, you will gain access to the application form.
Upon successfully receiving the completed form, we will automatically create an account for you. You will receive a registration key in your inbox within 48 hours.
Why Use Trust Client™ ?
Trust Client™ excels by providing clients with real-time, personalized financial and property data, alongside direct access to agents and consultations, fostering a seamless, transparent client experience.
What we check for
To ensure the privacy of clients are properly maintained, new users must be screened virtually through a short interview. Interviews are scheduled one week in advance and are conducted through zoom.
The most important information we check for include:
– Name
– Date of Birth
– Place of Residence
– Occupation
– Affiliations
– Intentions
Virtual meetings help us verify your identity and remain in compliance with our terms of service.
Our goal is to give clients peace of mind.
FAQ
Can I install it on my phone?
Yes you can install the app on your iPhone device, although it will function solely on the web due to safety considerations.
How much do I have to pay?
Depending on the type of customer, we may never charge you at all. This application is designed exclusively for clients. Individuals who wish to seek representation may use the application free during the first 3 months of engagement.
What does the application include:
– The most influential news updated hourly.
– Live updates on premium tickers.
– Recap of financial markets on the go.
– Financial calculators for debt maturity.
– On-demand property valuation request tool.
– Property search functionality (Clients only).
– Prescheduled 15 minute calls daily.
– All-in-one agent connection: custom forms, scheduling assistant, exclusive linktree, & more.
What do you talk about in the 15 minute calls?
– Recap of the financial market today.
– Evaluation breakdown.
– Progress update (Clients only).
What happens after I apply?
Someone from our team will be in touch with you within 48 hours of us receiving your application.
How long does the application take?
Applications can be processed within 10 days of first contact.