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.
Share Important Documents with Clients
Manage Client Workflow
Send & Receive Referrals from Other Advisors
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.
Bring Their Trusted Advisors Together
Collaborate with Advisors Online
Securely Store Wealth Documents
Our 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
White paper helps advisors, especially those who serve the mass affluent and middle-tier millionaires, realize the key benefits of collaborating with their clients' other trusted advisors. Read complete summary or download the white paper for free (limited time only).
Also Available: Free Download
In today’s economy, generating referrals is critical. After a tumultuous 2008, financial planners like Michael Jenkins found themselves scrambling to rebuild their practice through new referrals. Learn why Michael considers WealthBook a “referral machine” and a way to differentiate himself from the competition.
At WealthBook, our highest priority is the protection of your personal information and your privacy. We use leading technology, industry best practices, and highly-trained technicians to maintain the highest level of security possible.
