WealthBook for Families and Individuals
Protect your family, your estate, and your future with WealthBook
Try it Out!How it Works: Families & Individuals
Effectively Work with Your Team of Advisors
 | Individuals and households can increase the effectiveness and value of their advisor relationships using WealthBook’s workflow tools. |
Schedule, Monitor, Complete Activities
With WealthBook’s automated workflows, clients can easily initiate estate-related tasks for greater control and efficiency.
Securely Share Important Content
With the comprehensive security of the WealthBook eVault, households can organize, store, and share estate- and wealth-related content with trusted advisors. You are in control with permission-based security for each item stored in the electronic vault.
Integrate Key Participants
Easily incorporate estate trustees, beneficiaries, executors, and other key family members into WealthBook, ensuring better communication among all estate participants.
Enable Collaboration Among Key Advisors
By enabling collaboration among your team of advisors (e.g., financial/wealth advisors, estate attorneys, tax attorneys, CPAs, real estate brokers, and insurance brokers), your advisors can efficiently work together to help achieve your retirement objectives and the preservation of your wealth.
"When I consider real estate investments, my broker asks for the last three year’s worth of tax returns. How can I do this one time only (instead of twice each year) and know that my private information stays private?"
Read WealthBook’s Answer
Estate Matters
Individuals 60 years of age and older spend at least 11 hours online each week; 50% of this time is spent dealing with financial matters.
– Spectrem Group, Affluent Market Insights 2008
