Cloud Offering Access and Info

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(WealthCounsel-only members, please contact WealthCounsel for a copy) 

Available to ElderCounsel or WealthCounsel members ONLY.


The Cloud Offering is a desktop version of our existing software hosted on a cloud server and accessed through a Citrix application called XenApp. Client answer file data will be entered through a secure connection and used to assemble document templates into a Microsoft Word document.

The cloud-based versions of ElderDocx and WealthDocx work the same way as the desktop versions. The documents work the same way, too. In short, everything you can do in the desktop version, you can do with the cloud version, with one exception: the cloud version doesn't support template customization, other than firm branding templates (letterhead; firm footer; and title page). Of course, once the document is assembled into Microsoft Word, you can make any modifications that you like.