LegacyTracker

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