WealthBook Announces Private Label and Corporate Sponsorship

Enhancements Allow Advisory Firms to Re-brand and Implement Solution Across Enterprise

WealthBook, a leading provider of practice management software solutions for professional advisors, today announced the availability of private label and corporate sponsorship functionality. These enhancements extend the branding capabilities of professional advisors who use WealthBook to help their clients build and protect wealth and to generate referrals from their clients’ network of advisors.

Now professional advisors may direct clients to a customized domain and re-brand the WealthBook interface with their color scheme and logo. Giving firms the option to sponsor their advisors takes it a step further: Company administrators may be established to manage advisor groups, import a company’s advisor or client database, and much more.

“With private labeling and sponsorships, we’re giving professional advisors a way to create a more personalized experience for their clients,” said John Birrenkott, president and CEO of WealthBook. “When a client logs into a customized WealthBook domain to work with their team of professional advisors, he is greeted by the advisor’s familiar, corporate ‘look and feel.’”

Highlights of the new WealthBook release include the following:

• Private Label: With WealthBook’s re-brandable interface, professional advisors and firms can create a customized experience for their clients.
• Corporate Sponsorships: Firms may sponsor their advisors to create a uniform, enterprise-wide use of WealthBook.
• Contact Import Feature: To streamline setup, users with administrative access can easily import their firm’s database of clients and advisors.

WealthBook is now available with a 30-day free trial and a product tour.