LegacyTracker essentially ? A branded online solution that helps Users organize their personal financial & estate records in order to become more empowered with their own information
Longer Description: A web-based personal financial management (PFM) & organizing tool that helps individuals and families bring all of their important information & documents together simply and securely, allowing them to better track progress towards financial goals, be more proactive about financial/estate planning & be better prepared for an emergency. As a branded offering, LegacyTracker provides an opportunity for Organizations to build more valued relationships with their clients, account holders, employees or members.
We are on a mission to help individuals & families simplify, safeguard, share & succeed by
- Reducing the risk that users will become separated from their hard-earned financial assets
- Helping users GET OUT from under their paperwork so they can engage in more proactive financial & estate planning
- Ensuring that users are better prepared for WHAT IF situations
- Helping users facilitate important conversations with family & advisors about estate planning issues
We think that organizations offering our web-based & branded personal financial/estate organizing solution to clients, account holders, employees or members is a WIN/WIN opportunity. Get in touch and connect with us to learn more: firstname.lastname@example.org