Work with Clients

As clients are enrolled and important content is organized in the eVault, begin working with clients and their other trusted advisors. Coordinate communications, tasks, and events to help ensure that your clients’ needs are met. Kick off a quarterly review, verify adequate and appropriate insurance coverage, or determine a tax strategy for your clients. Whatever the activity or event, WealthBook makes it easier to deliver superior service and to build trusted referral relationships.

Deliver greater value and higher level of service

WealthBook enables you to become a more integral part of each client’s life. Easily work with your clients and their other trusted advisors to deliver superior service and achieve their insurance, financial, tax, estate, legal, or other objectives.

Efficiently schedule and manage activities

With a few clicks, you can schedule monthly, quarterly, and annual activities through automated workflows. WealthBook makes it easy to monitor the progress of each task and to improve communication throughout the process.

Reduce your clients’ risks of liability exposure

By effectively communicating with clients’ other advisors and managing aggregated portfolios with greater insight, you can reduce clients’ exposure to liability.

Build relationships with your clients and their other trusted advisors

Strengthen your relationships with your clients' estate trustees, beneficiaries, and key family members. WealthBook makes it possible for you to become more involved with your clients’ lives and become a valuable resource for key life events.