Collaboration 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:
Collaboration increases the effectiveness, value of each relationship
For professional advisors, collaboration with clients and their other trusted advisors can increase the level of service and efficiency required of a successful practice. Equally important, collaboration increases the effectiveness and value of a client’s advisor relationships.
Clients can spend more time doing what they enjoy
What once took weeks can now be accomplished in days or even hours. When your Trusted Network—your team of professional advisors and key family members, for example—are empowered with a platform for collaboration, you can accomplish more with less effort.
Workflows: where communication and coordination begin
With automated workflows, monthly, quarterly, and annual review processes are streamlined. Workflows can be defined for real estate reviews, annual tax reviews, and any other estate-related review process. Collaborative workflows can help ensure that every client’s retirement objectives are reached.
More Information:
Read Collaboration FAQs, including:
- As a household director, how can I collaborate with my group of trusted professional advisors?
- What types of activities can be accomplished through online collaboration?