Is your private client software solution fit for purpose?

Over the past 20 years, technology has changed the way legal professionals practise law. One area largely overlooked by technology until now has been private client work.

With an increasing uptake in the use of technology across all ages, more complex family structures, increased wealth and the introduction of new and emerging asset types, traditional approaches to private client service is no longer meeting the evolving needs of clients and their estates.

This informative white paper written by LEAP’s Director of Lifetime Planning, Craig Matthews, details the issues currently being faced and identifies how they can be overcome.

Please complete the form to download the white paper.