Lakewood, Colorado – WealthBook (www.wealthbook.com), the only secure, online platform for collaborative wealth and estate management, is changing how professional advisors and their clients interact.
WealthBook provides a way for households to collaborate with their professional advisors to prepare, manage, and preserve their entire estate. In turn, professional advisors can provide a greater level of service for their current clients and create new relationships using WealthBook’s unique business development tools.
“WealthBook was developed to address difficulties presented by the traditional approach to estate planning and wealth management,” said Steve Helle, CEO of WealthBook. “When the client/advisor relationship lacks a central, secure vault for storing documents and the relationship is challenged by a lack of collaboration, many professional advisors and their clients can’t efficiently manage, preserve, and direct wealth. With WealthBook, we wanted to make it easy for individuals to work with their trusted advisors, where both parties could maximize financial insight and communication.”
WealthBook’s Unique Features
Households and their trusted advisors are turning to WealthBook to efficiently grow and protect wealth for today and to preserve estates for tomorrow. Four unique features are making it possible to manage every aspect of estate planning in a single online platform:
- eVault (Electronic Vault): With WealthBook’s eVault, you can rest assured that all critical content for estates, wealth, and businesses is completely secure (e.g., estate plans, wills, tax documents, images, videos, and more).
- Trusted Networks: The “inner circles” formed between individuals and their professional advisors helps improve communication, facilitates collaboration, and expands the networks of individuals and their trusted advisors.
- Collaboration: Managing wealth and estate planning has never been more efficient. Easy-to-use workflow tools make it easy to coordinate all activities related to estate and wealth management within a trusted advisor network.
- WealthBook Tools: Starting with portfolio aggregation, WealthBook Tools give professional advisors and their clients a new level of insight into wealth management and estate planning.
About WealthBook
WealthBook provides the only secure, online solution for collaborative wealth and estate management. Before WealthBook, managing wealth and estates was complex and involved coordinating routine tasks with multiple advisors. Now professional advisors and their clients are empowered with technology that streamlines processes, safeguards critical content, and supports estate- and wealth-related objectives.
WealthBook includes four unique features that are setting the new standard for wealth management: an electronic vault, trusted networks, a collaborative online environment, and wealth/estate planning tools. Every aspect of wealth and estate management is easily handled from this single, online platform.
Backed by world-class customer support and stringent security measures, WealthBook helps households and their trusted advisors efficiently grow and protect wealth for today and to preserve estates for tomorrow.
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