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

Lakewood, Colorado - August 11, 2009 - By leveraging the power of Web 2.0, WealthBook 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.

WealthBook's Unique Features

Professional advisors are turning to WealthBook to expand their referral networks and provide more effective, efficient service for their clients. Four unique features in a single online platform are making this possible for advisors:

• Referral Generation 2.0: WealthBook's referral management tools help advisors make introductions through trusted relationships, initiate referrals for clients, and track top referral sources.
• Client Service Technology: Adding value to client relationships is made easier with WealthBook's client service technology. With Web 2.0 functionality, it's possible to be more proactive, communicate more frequently, and achieve more on behalf of clients.
• Trusted Networks: This special feature, which is the springboard for referral generation, allows advisors to form relationships with clients, and extend these trusted relationships to include their clients' other professional advisors.
• Secure, Online Storage: With WealthBook's eVault, advisors can offer clients a completely secure, centralized place for organizing, storing, and safeguarding, and, ultimately, sharing important documents.

WealthBook provides a 90-day free trial to professional advisors who are ready to take their practice to the next level with Referral Generation 2.0 and client service solutions. Sign up today!

About WealthBook

WealthBook provides professional advisors with Web 2.0 features for generating referrals and delivering client service in a secure, online environment. Before WealthBook, advisors didn't have an efficient way to expand their referral network by working with clients and their clients' advisors. Now advisors can establish trusted relationships with their clients' advisors and effectively coordinate routine tasks with multiple advisors. WealthBook technology streamlines processes, safeguards critical content, and helps advisors deliver superior service.

Backed by world-class customer support and stringent security measures, WealthBook is helping professional advisors grow their business and create lifelong relationships through elevated client service.

© 2009 Family Advisor Exchange, LLC. All rights reserved. WealthBook, the WealthBook logo, and Enabling Trusted Relationships are trademarks of Family Advisor Exchange, LLC.