• December 9, 2023
 CTT #BWAPAwards23 Round Up

CTT #BWAPAwards23 Round Up

There was a lot to celebrate at the sixth annual British Wills & Probate Awards, held in Manchester earlier this month.

This year’s event was proudly sponsored by CTT Group, who commemorated 20 years of industry innovation with a stand-out ceremony and the launch of two brand-new, ground breaking products!

In addition to the jubilant celebrations, attendees were among the first to get a glimpse of CTT’s latest digital advances with the launch of Legacy Portal, the group’s revolutionary paperless estate planning app, and its AI Client Simulator.

CTT Director Clive Ponder announced the launch of the two new products in a rousing speech that touched on the group’s 20 years’ of innovation, including the development of CTT’s Legacy estate planning platforms and its unique provision as a multi-disciplinary support network for professional advisers.

CTT’s Legacy Portal

Legacy Portal represents the very latest in estate-planning technology. Its features – which include secure client messaging, document storage, admin processing, and animated videos – are designed to not only save advisers time but also enhance client services, improving productivity and efficiency while allowing practitioners to boost their earning potential.

Among its many process-driven, time-saving tools are its two bespoke, digital reports. The Recommendation Report outlines the best estate planning products for a client’s needs and includes personalised animations illustrating how these products could affect them in the future. Following this is the Confirmation of Instruction Report, which importantly safeguards advisers with a clear audit trail and generates new referrals.

CTT also unveiled its new AI Client Simulator, which allows users to roleplay with simulated client personas so they can hone their knowledge and skills practically. The software can also be programmed to emulate real-life client situations, giving advisers the opportunity to practice ahead of client meetings.

The AI Client Simulator will be introduced to CTT’s Foundation Training Course in November where lucky participants will be among the first to use it.

The evening was a resounding success, enjoyed by a record number of 450 practitioners from across the country. It was wonderful to see so many within the industry coming together to recognise and celebrate the outstanding achievements of individuals and organisations from all areas of the estate planning sector. Congratulations to all the deserving winners – and to TWP for organising such an exceptional event.

Everyone who attended the awards left with a huge smile on their face – and gifts from CTT, which included a phone grip ring and a USB pen, preloaded with a Legacy Portal video, which can also be viewed here.


CTT Legacy Software

CTT Legacy is an innovative software solution developed by CTT Group to help users manage their estate planning business. With instant access to over 100 legal products and services, this cloud-based platform streamlines administrative tasks, allowing professionals to devote their time and knowledge to better serving their clients. CTT Legacy provides a comprehensive range of solutions for advisors, including intuitive document drafting, contracts, invoicing, and scheduling tools. Its paperless approach eliminates the need for physical documentation and gives users access to everything they need in one easy-to-manage digital workspace anytime, anywhere. CTT Legacy also incorporates secure client messaging that allows for the safe transfer of sensitive documents, e-signatures, and ID verification and is completely GDPR-compliant, so users can keep track of every client interaction at the touch of a button. The software is designed to seamlessly integrate into existing processes, catering to both individual users and large corporations. CTT Group provides support during office hours, and there's a chatbot available for 24/7 assistance, ensuring users can access expert help and advice whenever needed. So what are you waiting for? Click here to find out more about CTT Legacy Software, and to get your free trial now!   Contact: CTT Legacy Software Tel: 01926 514 390 Email: Contact form Address: CTT Group, Gables House 62 Kenilworth Road, Leamington Spa CV32 6JX