As a client of JTC Private Office you receive exclusive access to our custom-built digital platform, Edge.
Using next generation technology, Edge offers you instant access at any time to both the financial and non-financial information that matters to you. With Edge you can see your life in one place.
Main features include:
• A dashboard overview of net assets, asset allocations and recent portfolio changes.
• Detailed reporting by asset class, including valuation history and links to key asset documents.
• Fully customizable document storage, allowing easy access on the move to all your key documents.
• Where applicable, an interactive structure chart showing all the entities in your structure, with easy access to details of the assets held and the related key documents.
• Contact details for your JTC Private Office team.
Existing clients should contact their dedicated JTC Private Office contact for their Edge login credentials.