WealthBook for Families and Individuals
Protect your family, your estate, and your future with WealthBook
Try it Out!Families & Individuals
Additional WealthBook Features
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Shared WorkspaceWorking together with your advisors in a secure, online environment makes it easier to coordinate activities, communicate more frequently, and add value to each trusted relationship. |
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Customizable WorkflowsWorkflows streamline processes such as quarterly reviews and planning related to estates, taxes, insurance, and more. In addition to a number of pre-defined workflows, WealthBook gives you the ability to create workflows for any online activity. |
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Productivity ToolsComing Soon: Use WealthBook's integrated tools to help manage your portfolio. Professional advisors created WealthBook, and its resources are especially geared to help protect and direct wealth. |
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Software-as-a-Service (SaaS) PlatformWealthBook is available anytime and anywhere you have access to an Internet connection. There are low monthly fees and no setup fees. And because it’s web-based, your data is routinely backed up. There’s no software to upgrade or maintain. |
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Centralized CommunicationsWealthBook provides tools for scheduling and tracking activities and events. E-mail communications are sent directly from WealthBook to clients and other advisors. |
