Trust Administration | Wealth Tracx

POWERFUL FEATURES FOR TRUST ADMINISTRATION

Wealth Tracx™ offers at-a-glance review and task management features to track and complete every step of the administration process. Assign tasks to team members and quickly monitor progress across all matters. Streamline workflow with single point of data entry and automated documents.

ASSET AND LIABILITY MANAGEMENT

Keep detailed and organized records of trust and nontrust assets and liabilities all in one place. Compile detailed information for ledgers, inventories, and beneficiary reports in an easy-to-use interface.

All the trust administration tools you need. All in one place.

Wealth Tracx™ is a comprehensive solution designed to provide all of the documents, tools, and supporting resources needed to effectively and successfully offer trust administration services. The solution is designed for both attorneys and their staff and includes the following features:

  • Asset tracking
  • Reports
  • Allocation and distribution
  • Automated checklists, forms, and letters
  • Ledgers
  • Customizable task management

Complete the form to learn how a Wealth Tracx subscription can expand your practice.



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