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Disclosure Tracking, Changed Circumstances, Re-Baselines in Encompass®
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We reviewed how and when to use the Disclosure Tracking tool, how to leverage the Changed Circumstances setup and usage on the LE Page 1 and CD Page 1, and how all of this ties into the Fee Variance Worksheet tool. We also hear from a community member about how they implement and use their company's Fee-Level Changed Circumstance disclosure workflow.
Be sure to join our 23.3 Administrators Mastering Encompass® course starting on 10/03/2023 for $2,500: https://bit.ly/3rarrOt - (yes, you can pay in installments if needed).
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