Wealth Tracx Training Parts 1 & 2
Date & Time
Friday, July 17, 2020, 10:00 AM - 11:30 AM
Lissa Bealke-Moore

Wealth Tracx is a comprehensive Trust Administration solution featuring customizable tools, resources, and a robust library of documents specifically geared for a streamlined, efficient trust administration process for revocable and irrevocable trusts. In Part 1 of this training users will review and learn about the Overview, Trust Summary, Parties, Important Dates, and Tasks tabs of the solution. In Part 2 of this training, users will learn how to enter Asset and Liability information, how to use the Ledger functionality for assets that are accounts, and tips for the most effective automated generation of 140+ Documents and Reports.

Virtual Session Link