Event Description
Join us for a webinar on how to simplify the financial documentation process for your clients during separation or divorce. InfoTrack’s Financial Disclosure solution provides a secure and streamlined workflow that helps reduce client stress by automating the collection of critical financial data. Clients can connect directly to major institutions, ensuring that key documents like bank statements, property and vehicle valuation reports, tax returns, mortgage details and more are sourced automatically and integrated seamlessly into your Practice Management System (PMS). This tool minimises manual effort and administrative tasks, making the entire process smoother for both you and your clients.
Key takeaways:
- Be guided through an in-depth demonstration of Financial Disclosure and how simple the solution is to use.
- Understand which institutions this tool connects with, and what types of documents can be automatically sourced.
- Learn about how you and your clients will benefit from using this product.
- 2nd October
- 12pm – 12:45pm AEST
- 1 CPD*
Event Speakers
Jennifer Wratten
Product Manager, Financial Disclosure
Jesse Camilleri
Client Relationship Manager
