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Maintain a detailed and accessible record of funds held in trust. Track payments, disbursements, losses and gains at any given time. All from a single dashboard.

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Updated on March 12, 2023

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Profile settings

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  • This is where you complete your profile information (e.g. Name, contact information, etc). You can also change your email address here. To complete profile settings,
  1. Click on Settings on the menu bar
  2. Select Profile Settings
  3. Fill in all relevant information
  4. Click on Save changes

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