Key Features

Demo_Sep13_1

Link over to our www.legacytracker.com site for more complete information about LegacyTracker’s Key Features:

  1. Safe & Secure
  2. Simple to use/Simple Onboarding
  3. Clean/Intuitive Interface
  4. Comprehensive but Flexible Templates
  5. Attach Scanned Documents
  6. Track Net Worth
  7. Built in Alerts & Reminders
  8. Share information with loved ones or advisors
  9. Flexible Print/Share/Save Options
  10. Big Picture (360 degree) View

 

 

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