practice-management

WealthBook helps you provide superior client service and helps your clients manage their wealth successfully. In addition, you can collaborate with your clients' advisors and develop a client referral network.

Learn How Advisors:


share-documents-icon Share Important Documents with Clients
manage-workflow-icon Manage Client Workflow
send-referrals-icon Send & Receive Referrals from Other Advisors

preserve-wealth

Gain peace of mind by protecting your family's future today. WealthBook helps you consolidate financial affairs and build wealth in one secure place. What's more, you can work together online with your trusted network of advisors to manage your financial future.

Learn How Families:


trusted-advisors Bring Their Trusted Advisors Together
collaborate Collaborate with Advisors Online
secure-document-storage Securely Store Wealth Documents

WealthBook Announces Private Label and Corporate Sponsorship

branding for financial advisorsOur latest release includes enhancements that extend the branding capabilities of professional advisors who use WealthBook to help their clients build and protect wealth and to generate referrals from their clients’ network of advisors.
Read the Press Release

Download Today:

Five Outrageously Simple Steps for Growing Your Practice
During times of uncertainty, your marketing strategy becomes even more critical. Don’t let a market slowdown become a marketing slowdown! Learn how professional advisors can gain better visibility, generate referrals, and take their practice to the next level.

Topics include:
  • Harnessing the Power of Web 2.0 for Generating Referrals
  • Knowing more about your clients' lives and much more!

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