FT Pro

Features FT Pro

Access the professional trustee and deputy portal whilst on the move, enabling you to view your client’s information, access daily valuations, keep track of correspondence, share documents with relevant parties and securely send and receive messages to and from your clients and Frenkel Topping.
View your clients and their portfolio information:• Get ready for your meetings with access to your client’s portfolio and other information.• Respond quickly to client queries.• Filter your client list with advanced search capability.Communicate securely with your clients:• Send and receive secure messages and get push notifications when your client gets in touch.• Respond to client messages quickly and easily.• Use templates to quickly send correspondence to your clients or respond to queries.• Share pdf documents with your clients.• Access an audit trail of communications relating to your client.The FT Pro app is available to trustees and deputies of Frenkel Topping clients.
If you would like access, then please contact Frenkel Topping at contactus@frenkeltopping.co.uk.