Bank-level security
WealthBook uses bank-level security to ensure the safety of your clients’ information—256-bit encryption, data backups, multiple firewalls, and many other security precautions

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• WealthBook Security
• Security Policy

Protected and organized
Insurance policies, bank statement, estate plans, wills: all in one place, orderly, and safe from fire, natural disaster, and theft

Efficiently work together
WealthBook’s eVault provides everything you, your key family members, and your trusted advisors need to work together in a secure, collaborative environment