âWealthBook helps professional advisors grow their practice by making the most of their relationships with clients and colleagues,â said John Birrenkott, president and CEO of WealthBook.
âProfessional advisors are looking for ways to improve client service, retention and acquisition, and WealthBook provides a solution specifically designed to address these needs.â
With WealthBook, professional advisors (financial/wealth, tax, estate, insurance, and more) can help clients organize and protect their important documents online. By sharing these documents in a secure online environment, advisors can coordinate otherwise âofflineâ activities and events with their clients and their clientsâ other advisors. This creates trusted referral relationships and helps advisors work proactively with their clients to perform wealth management and estate planning tasks.
WealthBookâs unique practice management features include:
â¢Trusted Networks: Using the power of current client and advisor relationships, Trusted Networks allow advisors to define their âinner circlesâ and extend these trusted relationships to include their clientsâ other professional advisors.
â¢Referral Generation 2.0: WealthBookâs referral management tools help advisors make introductions through trusted relationships, initiate referrals for clients, and track top referral sources.
â¢Client Service Technology: Adding value to client relationships is easier with WealthBookâs web-based, client service technology. Now itâs possible to be more proactive, communicate more frequently, and achieve more on behalf of clients.
â¢Secure, Online Document Storage: With WealthBookâs online document vault, advisors can offer clients a secure, centralized place for organizing, storing, and safeguarding important documents.