Simple. Secure. Advisor-approved.
Built just for advisors and focused on referral generation, client service
Try it Out!How It Works: Professional Advisors
How Professional Advisors Use WealthBook
WealthBook provides the only secure, online solution for client service, collaboration, and referral development.It addresses the challenges faced by professional advisors when it comes to providing value-added, superior service while growing their practice.
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Enroll Your ClientsBy integrating with Microsoft Outlook, we’ve made it easy to enroll your clients and their beneficiaries, heirs, and important family members. |
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Protect and OrganizeHelp your clients organize and safeguard estate, business, and personal documents in the WealthBook eVault. This puts everything you need to work with your clients in a secure and centralized online vault. |
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Work with ClientsBegin working with your clients and their trusted advisors. You’ll find that it’s easy to deliver exemplary service with greater efficiency. Staying organized, scheduling quarterly reviews, and any other task you routinely perform with clients is streamlined and secure. |
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Generate ReferralsWealthBook is designed to help you generate referrals and build your practice. Through trusted introductions, you can reach your clients’ professional advisors in an environment created to reward advisors who deliver value. |
For immediate access to WealthBook, professional advisors may complete a simple online registration. After creating an account, WealthBook helps professional advisors invite their clients and, in turn, helps clients invite their other advisors, beneficiaries, trustees, and more.
