We’ve incorporated your feedback and made an update to the trust administration experience. When using the WealthCounsel integration in LEAP, you can now access Wealth Tracx® directly from LEAP Web.
In addition, all WealthCounsel drafting tools now open in a separate external window. This update provides greater focus and flexibility while drafting, helping you work more efficiently without interrupting what you’re doing in LEAP.
Visit the LEAP Help Center to learn more about Wealth Tracx.
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