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FundingPro™ Trust Funding Software System
FundingPro™ is a comprehensive system that guides you through every aspect of
trust funding from beginning to end. No more guesswork,
missteps, unfinished transfers, disorganized funding files, or
incomplete funding work. Everything your
office needs to overcome these problems is here — with the tracking
tools and follow through to ensure the work is accomplished
accurately and in a timely fashion. FundingPro™
provides software automation and the management apparatus to make in
house trust funding practical. Just as important,
FundingPro™
helps you to achieve business goals and outcomes while capitalizing
on valuable opportunities to build a vibrant practice.
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With FundingPro™ You Can...
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Bring
your trust funding services completely in-house.
FundingPro™'s automation helps you offer trust
funding profitably and efficiently.
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Subscribe
to a library of legal transfer documents and national financial
institution forms.
FundingPro™'s forms "fill in" with your
client's data printed directly on the forms!
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Manage
the trust funding process from start to finish and
during lifetime!
Implement a
refined and proven system to accomplish and manage trust
funding instead of creating one from
scratch.
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Generate
new revenues and build a thriving referral network.
Use
FundingPro™'s
Marketing Kits to promote your distinctive services.
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Enhance client
satisfaction.
Extend your
support through the critical trust funding and plan
maintenance stages.
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Collaborate with financial, banking,
and tax advisors.
Demonstrate your collaborative, professional,
and expert approach to estate planning.
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Achieve
consistent productivity in administration.
Eliminate
unreliable results, regardless of staff turnover.
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