Enroll Your Clients

It’s simple to import your Microsoft Office contacts and begin using WealthBook immediately. E-mail invitations are sent to the clients you select during the import process. Next, help your clients define their trusted network or professional advisors and important family members.

Create Trusted Networks

You can create an inner circle of active client relationships that includes your clients’ other professional advisors. Once established, you can work with these other advisors on behalf of your shared client.

Enroll Clients’ Family Members

Easily incorporate your clients’ key family members and beneficiaries as part of the client’s network. Become a resource for the significant life events of your clients simply by improving communication and developing new relationships.

Next, help your clients protect and organize their important documents.