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Try it Out!Professional Advisors
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Choose one of the options listed below or begin using WealthBook with a free, 30-day trial account.
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All WealthBook plans include the same level of service, data protection, product functionality, and more:
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Can I try WealthBook before I choose a plan?
Yes. You can try a free demo of WealthBook before purchasing. Sign up now!
Where can I review your terms of service and privacy policies?
Here are our Terms of Use and our Privacy Policy.
Does WealthBook provide a service that creates a back up of my clients’ information?
For a fee, we will create a backup of your WealthBook account. If you cancel your WealthBook subscription, there is a $25 charge for a data backup.
WealthBook accepts the following methods of payment:
