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Fiduciary Hub

Keep Track of Clients, Tasks, Services, and Hours in this CRM tailored for Fiduciaries, Trustees, and Guardians.

Ward Example

Keep ward info and notes organized and accessible in one place.

To Do Example

Use To Do to track tasks and ensure nothing falls through the cracks.

Records Example

Track hourly fees and expenses for each ward with detailed records.

Export Example

Easily export beautiful fee and expense reports in one click.