TRACKR App, TrackerBI
Docupace apps for tracking interactions with clients and for sending disclosures to those clients. TrackerBI sends Reg BI forms, while the TRACKER App, in addition, supports Form CRS and Form ADV disclosures.
Docupace apps for tracking interactions with clients and for sending disclosures to those clients. TrackerBI sends Reg BI forms, while the TRACKER App, in addition, supports Form CRS and Form ADV disclosures.