Offer Your Clients Secure, Online Storage

Maximize your centers of influence

Make WealthBook the core of your business plan to differentiate your practice

Professional Advisors

Offer your clients completely secure document storage that puts everything you both need in a single, shareable location. Everyone wins.

And with WealthBook's commitment to privacy and security, you and your clients can have peace of mind.

Bank-level security
WealthBook uses bank-level security to ensure the safety of your clients’ information—256-bit encryption, data backups, multiple firewalls, and many other security precautions

WealthBook Security
Security Policy

Protected and organized
Insurance policies, bank statement, estate plans, wills: all in one place, orderly, and safe from fire, natural disaster, and theft

Efficiently work together
WealthBook’s eVault provides everything you, your clients, and their other trusted advisors need to work together in a secure, collaborative environment

Maximize your centers of influence

Professional Advisors

Professional Advisors

Families and Individuals

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