private:legacytracker
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2762429
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May 29th, 2019 12:00AM
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LegacyTracker
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19
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1.00
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Open
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Computer Software
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May 29th, 2019 11:43AM
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May 29th, 2019 11:43AM
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LegacyTracker is a web-based personal financial & estate organizing software that helps individuals & families bring all of their important info & documents together in a simple, central, accessible & secure location. Simplify, Safeguard and Share important financial, estate and legal information for success.
As a white label or co-branded solution, Legacy Tracker offers organizations a meaningful way to create more valued (and profitable) relationships with clients/account holders/members or even employees.
The core mission of Legacy Tracker is to reduce the financial risk to individuals and families who are losing track of their financial assets (Estimated to be $4-$6 B in Canada/$585B in the USA). Unclaimed financial assets take a variety of forms including unclaimed bank accounts, savings bonds, insurance policies, stock certificates, pensions, RESP’s, dividends etc. But, Legacy Tracker will also help facilitate important family discussions that many families have put off, concerning estate planning and final wishes as well as allow individuals to become more empowered with their information enabling them to become more proactive about their financial & estate planning and allow them to enhance their level of emergency preparedness.
Better Organized Clients are Better Clients but LegacyTracker just as significantly, helps Organizations demonstrate Customer Advocacy. Watch our 2 minute Explainer Video here http://youtu.be/ohNS5mYQaG4
Legacy Tracker completing beta development shortly
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Open
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Web Based Application
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Open
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LegacyTracker
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Technology
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private:legacytracker
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2762429
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Mar 9th, 2018 12:00AM
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LegacyTracker
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17
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1.00
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Open
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Computer Software
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Mar 9th, 2018 01:47PM
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Mar 9th, 2018 01:47PM
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Open
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LegacyTracker
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Technology
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private:legacytracker
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2762429
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Feb 17th, 2018 12:00AM
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LegacyTracker
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17
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1.00
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Open
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Computer Software
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Feb 17th, 2018 02:25PM
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Feb 17th, 2018 02:25PM
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LegacyTracker is a web-based personal financial & estate organizing software that helps individuals & families bring all of their important info & documents together in a simple, central, accessible & secure location. Simplify, Safeguard and Share important financial, estate and legal information for success.
As a white label or co-branded solution, Legacy Tracker offers organizations a meaningful way to create more valued (and profitable) relationships with clients/account holders/members or even employees.
The core mission of Legacy Tracker is to reduce the financial risk to individuals and families who are losing track of their financial assets (Estimated to be $4-$6 B in Canada/$585B in the USA). Unclaimed financial assets take a variety of forms including unclaimed bank accounts, savings bonds, insurance policies, stock certificates, pensions, RESP’s, dividends etc. But, Legacy Tracker will also help facilitate important family discussions that many families have put off, concerning estate planning and final wishes as well as allow individuals to become more empowered with their information enabling them to become more proactive about their financial & estate planning and allow them to enhance their level of emergency preparedness.
Better Organized Clients are Better Clients but LegacyTracker just as significantly, helps Organizations demonstrate Customer Advocacy. Watch our 2 minute Explainer Video here http://youtu.be/ohNS5mYQaG4
Legacy Tracker completing beta development shortly
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LegacyTracker
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Technology
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private:legacytracker
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2762429
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Feb 16th, 2018 12:00AM
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LegacyTracker
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17
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1.00
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Open
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Computer Software
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Feb 16th, 2017 08:15AM
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Feb 16th, 2017 08:15AM
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LegacyTracker is a web-based personal financial & estate organizing software that helps individuals & families bring all of their important info & documents together in a simple, central, accessible & secure location. Simplify, Safeguard and Share important financial, estate and legal information for success.
As a white label or co-branded solution, Legacy Tracker offers organizations a meaningful way to create more valued (and profitable) relationships with clients/account holders/members or even employees.
The core mission of Legacy Tracker is to reduce the financial risk to individuals and families who are losing track of their financial assets (Estimated to be $4-$6 B in Canada/$585B in the USA). Unclaimed financial assets take a variety of forms including unclaimed bank accounts, savings bonds, insurance policies, stock certificates, pensions, RESP’s, dividends etc. But, Legacy Tracker will also help facilitate important family discussions that many families have put off, concerning estate planning and final wishes as well as allow individuals to become more empowered with their information enabling them to become more proactive about their financial & estate planning and allow them to enhance their level of emergency preparedness.
Better Organized Clients are Better Clients but LegacyTracker just as significantly, helps Organizations demonstrate Customer Advocacy. Watch our 2 minute Explainer Video here http://youtu.be/ohNS5mYQaG4
Legacy Tracker completing beta development shortly
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LegacyTracker
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Technology
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private:legacytracker
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2762429
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Feb 15th, 2018 12:00AM
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LegacyTracker
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17
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1.00
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Open
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Computer Software
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Feb 15th, 2017 10:07AM
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Feb 15th, 2017 10:07AM
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LegacyTracker is a web-based personal financial & estate organizing software that helps individuals & families bring all of their important info & documents together in a simple, central, accessible & secure location. Simplify, Safeguard and Share important financial, estate and legal information for success.
As a white label or co-branded solution, Legacy Tracker offers organizations a meaningful way to create more valued (and profitable) relationships with clients/account holders/members or even employees.
The core mission of Legacy Tracker is to reduce the financial risk to individuals and families who are losing track of their financial assets (Estimated to be $4-$6 B in Canada/$585B in the USA). Unclaimed financial assets take a variety of forms including unclaimed bank accounts, savings bonds, insurance policies, stock certificates, pensions, RESP’s, dividends etc. But, Legacy Tracker will also help facilitate important family discussions that many families have put off, concerning estate planning and final wishes as well as allow individuals to become more empowered with their information enabling them to become more proactive about their financial & estate planning and allow them to enhance their level of emergency preparedness.
Better Organized Clients are Better Clients but LegacyTracker just as significantly, helps Organizations demonstrate Customer Advocacy. Watch our 2 minute Explainer Video here http://youtu.be/ohNS5mYQaG4
Legacy Tracker completing beta development shortly
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LegacyTracker
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Technology
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private:legacytracker
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2762429
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Feb 14th, 2018 12:00AM
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LegacyTracker
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17
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1.00
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Open
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Computer Software
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Feb 14th, 2017 01:50PM
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Feb 14th, 2017 01:50PM
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LegacyTracker is a web-based personal financial & estate organizing software that helps individuals & families bring all of their important info & documents together in a simple, central, accessible & secure location. Simplify, Safeguard and Share important financial, estate and legal information for success.
As a white label or co-branded solution, Legacy Tracker offers organizations a meaningful way to create more valued (and profitable) relationships with clients/account holders/members or even employees.
The core mission of Legacy Tracker is to reduce the financial risk to individuals and families who are losing track of their financial assets (Estimated to be $4-$6 B in Canada/$585B in the USA). Unclaimed financial assets take a variety of forms including unclaimed bank accounts, savings bonds, insurance policies, stock certificates, pensions, RESP’s, dividends etc. But, Legacy Tracker will also help facilitate important family discussions that many families have put off, concerning estate planning and final wishes as well as allow individuals to become more empowered with their information enabling them to become more proactive about their financial & estate planning and allow them to enhance their level of emergency preparedness.
Better Organized Clients are Better Clients but LegacyTracker just as significantly, helps Organizations demonstrate Customer Advocacy. Watch our 2 minute Explainer Video here http://youtu.be/ohNS5mYQaG4
Legacy Tracker completing beta development shortly
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LegacyTracker
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Technology
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private:legacytracker
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2762429
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Feb 13th, 2018 12:00AM
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LegacyTracker
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17
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1.00
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Open
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Computer Software
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Feb 13th, 2017 04:11PM
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Feb 13th, 2017 04:11PM
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LegacyTracker is a web-based personal financial & estate organizing software that helps individuals & families bring all of their important info & documents together in a simple, central, accessible & secure location. Simplify, Safeguard and Share important financial, estate and legal information for success.
As a white label or co-branded solution, Legacy Tracker offers organizations a meaningful way to create more valued (and profitable) relationships with clients/account holders/members or even employees.
The core mission of Legacy Tracker is to reduce the financial risk to individuals and families who are losing track of their financial assets (Estimated to be $4-$6 B in Canada/$585B in the USA). Unclaimed financial assets take a variety of forms including unclaimed bank accounts, savings bonds, insurance policies, stock certificates, pensions, RESP’s, dividends etc. But, Legacy Tracker will also help facilitate important family discussions that many families have put off, concerning estate planning and final wishes as well as allow individuals to become more empowered with their information enabling them to become more proactive about their financial & estate planning and allow them to enhance their level of emergency preparedness.
Better Organized Clients are Better Clients but LegacyTracker just as significantly, helps Organizations demonstrate Customer Advocacy. Watch our 2 minute Explainer Video here http://youtu.be/ohNS5mYQaG4
Legacy Tracker completing beta development shortly
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LegacyTracker
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Technology
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private:legacytracker
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2762429
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Feb 12th, 2018 12:00AM
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LegacyTracker
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17
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1.00
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Open
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Computer Software
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Feb 12th, 2017 04:15AM
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Feb 12th, 2017 04:15AM
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LegacyTracker is a web-based personal financial & estate organizing software that helps individuals & families bring all of their important info & documents together in a simple, central, accessible & secure location. Simplify, Safeguard and Share important financial, estate and legal information for success.
As a white label or co-branded solution, Legacy Tracker offers organizations a meaningful way to create more valued (and profitable) relationships with clients/account holders/members or even employees.
The core mission of Legacy Tracker is to reduce the financial risk to individuals and families who are losing track of their financial assets (Estimated to be $4-$6 B in Canada/$585B in the USA). Unclaimed financial assets take a variety of forms including unclaimed bank accounts, savings bonds, insurance policies, stock certificates, pensions, RESP’s, dividends etc. But, Legacy Tracker will also help facilitate important family discussions that many families have put off, concerning estate planning and final wishes as well as allow individuals to become more empowered with their information enabling them to become more proactive about their financial & estate planning and allow them to enhance their level of emergency preparedness.
Better Organized Clients are Better Clients but LegacyTracker just as significantly, helps Organizations demonstrate Customer Advocacy. Watch our 2 minute Explainer Video here http://youtu.be/ohNS5mYQaG4
Legacy Tracker completing beta development shortly
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LegacyTracker
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Technology
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private:legacytracker
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2762429
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Feb 11th, 2018 12:00AM
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LegacyTracker
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17
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1.00
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Open
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Computer Software
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Feb 11th, 2017 05:35AM
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Feb 11th, 2017 05:35AM
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LegacyTracker is a web-based personal financial & estate organizing software that helps individuals & families bring all of their important info & documents together in a simple, central, accessible & secure location. Simplify, Safeguard and Share important financial, estate and legal information for success.
As a white label or co-branded solution, Legacy Tracker offers organizations a meaningful way to create more valued (and profitable) relationships with clients/account holders/members or even employees.
The core mission of Legacy Tracker is to reduce the financial risk to individuals and families who are losing track of their financial assets (Estimated to be $4-$6 B in Canada/$585B in the USA). Unclaimed financial assets take a variety of forms including unclaimed bank accounts, savings bonds, insurance policies, stock certificates, pensions, RESP’s, dividends etc. But, Legacy Tracker will also help facilitate important family discussions that many families have put off, concerning estate planning and final wishes as well as allow individuals to become more empowered with their information enabling them to become more proactive about their financial & estate planning and allow them to enhance their level of emergency preparedness.
Better Organized Clients are Better Clients but LegacyTracker just as significantly, helps Organizations demonstrate Customer Advocacy. Watch our 2 minute Explainer Video here http://youtu.be/ohNS5mYQaG4
Legacy Tracker completing beta development shortly
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LegacyTracker
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Technology
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private:legacytracker
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2762429
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Feb 10th, 2018 12:00AM
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LegacyTracker
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17
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1.00
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Open
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Computer Software
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Feb 10th, 2017 06:43AM
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Feb 10th, 2017 06:43AM
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LegacyTracker is a web-based personal financial & estate organizing software that helps individuals & families bring all of their important info & documents together in a simple, central, accessible & secure location. Simplify, Safeguard and Share important financial, estate and legal information for success.
As a white label or co-branded solution, Legacy Tracker offers organizations a meaningful way to create more valued (and profitable) relationships with clients/account holders/members or even employees.
The core mission of Legacy Tracker is to reduce the financial risk to individuals and families who are losing track of their financial assets (Estimated to be $4-$6 B in Canada/$585B in the USA). Unclaimed financial assets take a variety of forms including unclaimed bank accounts, savings bonds, insurance policies, stock certificates, pensions, RESP’s, dividends etc. But, Legacy Tracker will also help facilitate important family discussions that many families have put off, concerning estate planning and final wishes as well as allow individuals to become more empowered with their information enabling them to become more proactive about their financial & estate planning and allow them to enhance their level of emergency preparedness.
Better Organized Clients are Better Clients but LegacyTracker just as significantly, helps Organizations demonstrate Customer Advocacy. Watch our 2 minute Explainer Video here http://youtu.be/ohNS5mYQaG4
Legacy Tracker completing beta development shortly
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LegacyTracker
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Technology
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