DATATRACK™ Will File Platform
DATATRACK™ Will File Platform
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.
Key Features
Central Repository
Security and Privacy
Social Security Death File Tracking
Address Verifications
Customized Reports
Personalized Mailings
Document Storage
Unlimited Users
UNCOVER NEW OPPORTUNITIES WITHIN YOUR ORGANIZATION
RIC will file software allows financial institutions and firms to maximize their income while improving their ability to fulfill fiduciary obligations.
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Learn how you can mitigate your liability, meet your fiduciary duty and provide a value-added service to your clients. Contact us today to request information or schedule a WebEx demo.