Name
New Product Release Demo: Wealth Tracx, a Trust Administration Solution
Date & Time
Thursday, August 1, 2019, 1:15 PM - 2:00 PM
Henna Shah
Description
During this session you will get a sneak peak at the new product that WealthCounsel is developing to help make trust administration a seamless, efficient, and profitable part of your practice.
Course Level
All Levels
Course Focus
Trusts & Estates