March 15, 2010

Sarano Kelley and WealthBook Announce Partnership to Address Financial Literacy in the U.S.

Lakewood, Colorado – March 15, 2010 – WealthBook, a leading provider of online financial planning for families and their trusted professional advisors, today announced its partnership with acclaimed author and financial literacy expert Sarano Kelley. As a key element in his "Stand Up for Financial Literacy" campaign, Kelley will use WealthBook as a platform to help professional advisors and their clients make educated financial decisions with today’s—and tomorrow’s—wealth.

Kelley, who authored "The Game: Win Your Life in 90 Days," will draw upon his experience as a Motivational Speaker and Life Coach as he extends his message of financial literacy to households across America. This campaign comes at a time when many Americans have experienced the strains of financial hardship, and it promises to be the largest financial literacy campaign to-date for the financial services industry. Read more

November 19, 2009

WealthBook Announces Private Label and Corporate Sponsorship

Enhancements Allow Advisory Firms to Re-brand and Implement Solution Across Enterprise

Lakewood, Colorado – November 19, 2009 – WealthBook (www.wealthbook.com), a leading provider of practice management software solutions for professional advisors, today announced the availability of private label and corporate sponsorship functionality. These enhancements 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.

Now professional advisors may direct clients to a customized domain and re-brand the WealthBook interface with their color scheme and logo. Giving firms the option to sponsor their advisors takes it a step further: Company administrators may be established to manage advisor groups, import a company’s advisor or client database, and much more. Read more

August 11, 2009

WealthBook Provides Web 2.0 Technology That Helps Advisors Generate Referrals and Deliver Superior Client Service

Unique Solution Helps Advisors Identify, Initiate, and Track Client and Advisor Referrals

Lakewood, Colorado – August 11, 2009 – By leveraging the power of Web 2.0, WealthBook (www.wealthbook.com) is changing how professional advisors grow their business and interact with their clients in the only secure, online platform of its kind.

With WealthBook, professional advisors can begin by helping clients organize and protect their important documents online. By sharing these documents in a secure environment, advisors can coordinate otherwise “offline” activities and events in the convenience of an online environment. This gives advisors an opportunity to work proactively with their clients when it’s time to perform quarterly reviews, estate planning, insurance reviews, and more.

As a result of working with their clients’ other advisors, trusted referral relationships are created. Advisors may request introductions to other advisors through these trusted relationships or initiate advisor referrals for their clients. With an easy-to-use referral management tool, advisors may track and invest in top advisor and client referral sources, distinguishing the WealthBook solution from other practice management systems. Read more