Trusted Networks are relationships formed between individuals and their professional advisors, including financial planners, wealth advisors, estate attorneys, and real-estate brokers—to name a few. These “inner circles” are the basis of collaboration among clients and their professional advisors.
Clients assemble their team
For individuals and families, Trusted Networks bring their multiple advisors and family members “under the same roof.” Once part of their Trusted Network, a client’s team of professional advisors can collaborate on behalf of the shared client. This ensures a team effort when it comes to achieving their estate planning and wealth management objectives.
Completely secure and by invitation only
Professional advisors and their clients can work together—doing more with greater efficiency—within the secure WealthBook environment. Within a Trusted Network, a participant’s role can be defined by his or her profile. And WealthBook makes it easy to set up a Trusted Network with e-mail invitations that can be sent as participants are added.
Advisors add value to client relationships
For advisors, a Trusted Network is way to deliver a higher level of service to clients. This immediate circle, which is comprised of active client relationships as well as the client’s other professional advisors, provides the framework for efficiently managing monthly, quarterly, and annual activities through automated workflows.
More Information:
Read Trusted Network FAQs, including:
- How do I invite my family members to join WealthBook?
- What types of professional advisors can I add to my network?
- More Frequently Asked Questions about WealthBook Trusted Networks
- How it Works: Trusted Networks