Financial and Wealth Advisors

Streamline the financial planning process from goal-setting and cash flow analysis through plan implementation and review – extending the investment made in your existing financial planning tool.

WealthBook gives financial planning and wealth management professionals powerful client service and referral generation tools in an integrated, secure online platform.

Generate Referrals

• Build trusted relationships by working together with your clients and their other advisors
• Gain the ability to network across and through your client base
• Make new contacts through introductions, and enlarge your circle of influence
• Gain visibility into which advisor types (financial, estate, insurance, etc.) your clients may be missing so you can make a recommendation
• Make recommendations when your clients lack appropriate solutions—WealthBook opens opportunities to sell diversified products

Enhance Client Service

• Offer a secure, electronic vault for clients to organize, safeguard, and securely share critical content
• Provide clients with a “living” financial plan that can be easily updated
• Easily access and share client information from a central location
• Improve client loyalty by communicating more frequently
• Easily make plan adjustments based on greater visibility when managing client assets
• Efficiently perform quarterly reviews, insurance reviews, and more
• Gain greater access to clients’ life events by using WealthBook as a proactive estate review tool

Work Together

With your clients’ important documents and other advisors in WealthBook:

• Easily analyze and evaluate your clients’ financial status
• Develop a strategic retirement plan with your client
• Help achieve clients’ financial goals and identify personal property/liability risks
• Review and plan for clients’ current and future tax strategies
• Preserve client assets and build financial security for retirement