CBData® Pro Financial Reports
Leases, Contracts & Trusts

This report is for consolidating all of the information about the various Policies, Leases, Contracts and Trusts that you hold in the name of your firm. Such documents can include insurance policies such as key life, office and car insurance, umbrella policies and other types of contracts, such as maintenance agreements Limited Partnership agreements and Trust Documents. You can even scan and attach a copy of each document, for safe keeping and easy access.