About WealthBook

WealthBook harnesses the power of Web 2.0 technology to provide an innovative platform for referral generation and client service:

• Referral Generation 2.0: WealthBook’s unique, next-generation platform helps you build trusted referral relationships by working with clients and other advisors. Initiate referrals for your clients, track top advisor and client referral sources, and introduce yourself to advisors in your trusted network.
• Client Service: WealthBook makes it easier for you to proactively work with clients and provide “high touch” client service. You can work more efficiently with your clients, and do more on their behalf by working with their advisors.

Now, professional advisors can leverage the power of their trusted relationships in a next-generation platform and deliver elevated client service. WealthBook is the only web-based solution of its kind that addresses these specific needs and helps advisors gain a competitive edge in today’s marketplace.

How WealthBook Began

Through a number of real-life experiences, WealthBook founders saw an opportunity to leverage the Internet for generating referrals and working with their clients. WealthBook founders created a platform that enables advisors to:

• work together with other advisors in the best interest of their shared clients
• identify and reach new clients and advisors through trusted introductions
• share valuable client information in a secure environment
• work with other advisors to reach a client’s financial, business, and personal objectives

As a result, advisors now have a platform for generating referrals and delivering better client service.

In today’s new economy, advisors who leverage Internet technology can gain a competitive advantage. Built on a foundation of stringent and proven security technologies, WealthBook gives professional advisors like you a powerful solution for generating referrals and delivering superior client service.