Wealth Tracx® Software
Streamlined and Intelligent
Improve Workflow Efficiency
CUSTOMIZABLE TASK MANAGEMENT
INTEGRATION WITH WEALTH DOCX
Schedule a Demo of Our Trust Administration Software
SCHEDULE A DEMO
Details and Key Features
Task groupings for each phase of the postdeath administration process contain parent tasks and child tasks. A parent task may comprise one or more related child tasks. Child tasks represent different documents or links that may be necessary or appropriate for the completion of the parent task. For each parent and child task, you can select a status, assignee, and due date.
The customizable and comprehensive list of tasks in Wealth Tracx includes more than two hundred steps from the client intake process through final administration and is designed to support an organized, consistent, and reliable trust administration process from start to finish. You can also add custom tasks for your specific needs and workflow.
Generate a wide range of documents such as a trustee manual, valuation and instruction letters, and beneficiary agreements with the click of a button. Documents can be generated individually or in batches as an additional time-saving feature.