All the trust administration tools you need.

ALL IN ONE PLACE.

POWERFUL FEATURES FOR TRUST MANAGEMENT

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


Find out how to increase your revenue, get more clients, and grow your practice

Wealth Tracxâ„¢ is a comprehensive solution designed to provide attorneys and their staff with all of the documents, tools, and supporting resources needed to effectively and successfully offer trust administration services. The solution is designed with both attorneys and their staff in mind.

Features include:

  • Customizable Task Management
  • Asset Tracking
  • Allocation and Distribution
  • Ledgers and Accounting
  • Reports
  • Automated Checklists, Forms, and Letters

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