WealthBook Release 2.0 Helps Business and Financial Advisors Build Their Practice in Difficult Economic Times

Lakewood, CO - 11 August 2009

WealthBook a provider of practice management software solutions for professional advisors, today announced the availability of WealthBook release 2.0. Included in this WealthBook version are updates to the referral generation, online document vault, workflow, and other financial planning tools.

“WealthBook helps professional advisors grow their practice by making the most of their relationships with clients and colleagues,” said John Birrenkott, president and CEO of WealthBook.

“Professional advisors are looking for ways to improve client service, retention and acquisition, and WealthBook provides a solution specifically designed to address these needs.”

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 “offline” activities and events with their clients and their clients’ other advisors. This creates trusted referral relationships and helps advisors work proactively with their clients to perform wealth management and estate planning tasks.

WealthBook’s unique practice management features include:

•Trusted Networks: Using the power of current client and advisor relationships, Trusted Networks allow advisors to define their “inner circles” and extend these trusted relationships to include their clients’ other professional advisors.
•Referral Generation 2.0: WealthBook’s referral management tools help advisors make introductions through trusted relationships, initiate referrals for clients, and track top referral sources.
•Client Service Technology: Adding value to client relationships is easier with WealthBook’s web-based, client service technology. Now it’s possible to be more proactive, communicate more frequently, and achieve more on behalf of clients.
•Secure, Online Document Storage: With WealthBook’s online document vault, advisors can offer clients a secure, centralized place for organizing, storing, and safeguarding important documents.

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