Transforming the world of estate planning, legal and financial advice.
CTT drives best practice that’s more efficient, digitised and personalised.
CTT Group’s unique support mechanism has transformed the way professional advisers work for the better.
Our 20 years of experience in the sector has enabled us to reinvent client relations and estate planning, developing more efficient, digitised and personalised services with our industry-leading innovations.
What does success look like?
20 years of leading the way
When Bob Massey and Clive Ponder joined forces in 2003, the goal was to combine both estate planning and financial advice under one roof. This innovative business idea significantly streamlined services for clients, allowing all death and lifetime planning to be handled together.
Recognising that existing will writing and estate planning software didn’t fully cater to the end user, CTT took it into their own hands to develop an internal software. Ever focused on what best suits clients, CTT had the control and capabilities to develop systems that allowed them to cater to increasingly diverse client needs.
With their unique service offering and a rapidly expanding advisor community, CTT Group decided to develop Legacy – a software platform that combines legal document drafting with a CRM platform. Specially designed to support professional advisors, Legacy handles time-consuming admin so that users can focus their efforts on providing the best quality service for their clients.
Legacy is an ever-evolving platform. Not only is it constantly updated with the latest legislation so that legal documents are always up-to-date, but CTT have continuously added new features. Their AI Adviser Chat provides 20/7 support for CTT members, answering common questions and transferring advisors to a live chat if they need more complex advice from an expert. A secure document signing and ID checking feature has also been added – shaving days off the usual processing times!
Our latest development for 2023 is Legacy’s Case Tracking feature. This case management solution vastly improves communication channels between advisor and client, providing clients with real-time updates on their case and a visualisation of the steps to completing their work. Later this year, we will also be announcing an industry-shaking new software feature that will further streamline, improve and
Develop, Test & Implement.
2023 not only marks our 20th anniversary; it is also a year for more innovative CTT software to shake up the sector! Check out our existing innovations and watch this space for more to come!