FundingPro™ Samples

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FundingPro™ Samples

Below you will find resources provided in your FundingPro™ membership., including sample software documents and reports, legal bulletins, and a training video. These materials provide an introduction to the breadth and sophistication of FundingPro™membership services.

	Funding Transfer Letter Example Cash Account Funding Letter
	Transfer Verification Example Cash Account Funding Verification
	Professional Client Report Example Estate Summary Asset Detail Report
	User Education & Training Materials Pension Plan Legal Bulletin Private Pension Flowchart Public Pension Flowchart
	User Training Video Sample Cash Account Training Video (27:30) Streaming Flash file
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FundingPro™ and SettlementPro™ are registered trademarks of Advanced Planning Solutions, LLC. All other trademarks and company names are trademarks and tradenames of their respective companies and are the sole property of their respective companies or owners.