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WealthBook Features
WealthBook provides professional advisors with robust solutions for generating referrals through their trusted network and delivering superior client service. |
Referral GenerationWealthBook leverages Web 2.0 technology to help professional advisors generate referrals. Initiate referrals for your clients, track top advisor and client referral sources, and introduce yourself to advisors in your trusted network. It’s the referral generation tool you’ve been looking for. |
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Trusted NetworksTrusted Networks are relationships formed between you and your clients. From this simple beginning, these networks may be extended to include other professional advisors with whom your clients work. Referral generation starts with these trusted relationships. |
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Client Service ToolsTools that help you import your client base and manage your relationships are just the beginning. WealthBook makes it easy to proactively work with your clients, adding value to the trusted relationship each step of the way. |
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Secure, Online StorageWork more efficiently with your clients by offering WealthBook’s eVault for organizing, storing, and safeguarding their important business, financial, and personal content. We’re fully committed to the security of your data. Our eVault includes bank-level 256-bit data encryption, multiple firewalls, and much more. |
