Generate Referrals

WealthBook helps you add value to your current client relationships, which in turn helps you generate referrals. That’s because WealthBook makes it easier to be proactive, stay closer to your clients, and build the trust and commitment required in today’s competitive advisor climate.

Manage Relationships

With WealthBook’s suite of applications for relationship management, professional advisors can strengthen relationships with clients’ estate trustees and beneficiaries, other professional advisors, and new referrals.

Grow Your Business

To make new contacts through introductions, WealthBook helps you establish extended networks of client relationships. Enlarging your circle of influence makes it easier to network, share information, and increase referrals.

Track Referrals

With WealthBook, you can track referral sources and focus your attention on channels that generate high-quality referrals. Referral management tools make is easy to build new relationships, request introductions, and initiate referrals for your clients.

Increase Networking Opportunities

Create networks of active client relationships, join trusted advisor networks through clients, and participate in valuable collaboration with clients and advisors.