Newkirk Logo Site Map
Contact Us
Online Will File System
Wealth Management
Financial Planning Tax Planning Online Systems Electronic Publications Internet Articles Library Future Fee Database
Management Newsletters Custom Communications Request More Information

Future Fee Database Management

Will File Online

Will File Screen ShotWill File Online provides all the advantages of a turn-key system, yet can be customized to meet the specific needs of your organization. Will File Online is an Internet-based data management system. The system provides both large and small institutions real-time access to the most current information on their fiduciary relationships.

With Will File Online, users can:

  • Add, change, and delete will and unfunded trust
    records — right from the desktop!
  • View and select individual records for analysis.
  • View and download customized reports.
  • Target specific customers for cross-sell opportunities.

In addition, Newkirk also offers:

  • List hygiene and verification services.
  • Communications programs that include Newkirk ePubs articles, customized newsletters, and direct mail capabilities designed to retain future fee business and cross sell additional services.

For more information on Will File Online, please contact Ellie Alexander by phone at 518-862-3324 or by e-mail at ealex@newkirk.com.

 
  Communications