Wealth Tracx: Your Trust Administration Solution - Part 2
Wednesday, October 23, 2019, 1:00 PM - 2:00 PM, ET
Presenter: Henna Shah, JD, LLM and Cheryl Swenson
Join us for a deeper dive into some of the more complex areas of trust administration that are addressed by WealthCounsel's newest product, Wealth Tracx. We will look at how the system handles task management, asset allocation, and the ledger, among other items. This is the second of a two-part series. 


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Regular Price: $0 | Trusts & Estates Price: $0 | Gun Law Price: $0 | Business Law Price: $0 | Practice Development Price: $0