RIC's DATATRACK™ Will File solution provides fiduciary organizations with a secure and comprehensive platform that allows for customized reporting and proactive services for effective communication with your will and unfunded trust clients.
- Accommodates hundreds of fiduciary fields when named in a will or trust
- Captures referral data to help you capitalize on sales opportunities
- Ability to enter and edit data in real time
- Electronically stores client related documents
-Track activity through audit trails
-Death index checks to search for deceased individuals
-Includes verification dates to ensure date is current
-Customizable and dynamic reporting capabilities
-Generate reports in PDF or XLS formats
-Assist with sales reports for Centers of Influence (COI)
RIC’s Will File Platform is created by fiduciary experts with years of experience. The conversion of your data to RIC’s solution will be seamless.