Maximize your centers of influence
Make WealthBook the core of your business plan to differentiate your practice
Try it Out!Professional Advisors
Additional Features
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Shared WorkspaceWorking together with your clients in a secure, online environment makes it easier to coordinate activities, communicate more frequently, and add value to each trusted relationship. |
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Customizable WorkflowsWorkflows streamline processes such as quarterly reviews and planning related to estates, taxes, insurance, and more. In addition to a number of pre-defined workflows, WealthBook gives professional advisors the ability to create workflows for any online activity. |
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Productivity ToolsComing Soon: Provide your clients with valuable tools to help manage their portfolio. Professional advisors created WealthBook, and its resources are especially geared to help industry professionals grow their practice and serve their clients. |
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Software-as-a-Service (SaaS) PlatformWealthBook is available anytime and anywhere you have access to an Internet connection. There are low monthly fees and no setup fees. And because it’s web-based, your data is routinely backed up. There’s no software to upgrade or maintain. |
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Centralized CommunicationsWealthBook provides tools for scheduling and tracking activities and events. E-mail communications are sent directly from WealthBook to clients and other advisors. |
