WealthBook for Families and Individuals
Protect your family, your estate, and your future with WealthBook
Try it Out!Families & Individuals
Features
WealthBook provides families and individuals with a solution for organizing and storing their critical content, proactively managing and preserving their portfolio, and working with their trusted advisors. |
Secure, Online StorageSecurity is the foundation of WealthBook, and protecting your information and your privacy is our highest priority. Our eVault helps you organize your personal, estate-related, and business content and protects it from fire, natural disasters, and theft. |
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Online CollaborationCollaboration is a powerful component of WealthBook that enables clients and professional advisors to work together in a secure, online environment. As a result, clients and their advisors can manage and direct wealth with greater efficiency and accountability. |
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Trusted NetworksTrusted Networks are relationships formed between individuals and their professional advisors, including financial planners, wealth advisors, estate attorneys, and real-estate brokers—to name a few. These "inner circles" are the foundation of working together with your professional advisors. |
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