Wealth Tracx - Sample Reports
Stop spending needless hours collecting information and formatting reports for your trust administration clients. With Wealth Tracx™, you can quickly and easily create and modify a range of reports with the click of a button. Keep clients, beneficiaries, and third parties up to date by sharing detailed reports on asset inventories, asset summaries, and ledger entries. See how easy Wealth Tracx makes it to satisfy your (or your client’s) fiduciary duty by downloading three sample reports!