WealthBook Information

WealthBook harnesses the power of Web 2.0 technology to provide an innovative SaaS platform for referral generation and client service: * Referral Generation 2.0: WealthBook’s unique, next-generation platform helps professional advisors build trusted referral relationships by working with clients and other advisors. Initiate referrals for clients, track top advisor and client referral sources, and connect with advisors in your trusted network. * Client Service: WealthBook makes it easier to proactively work with clients and provide “high touch” client service. Professional advisors can work more efficiently with clients and do more on their behalf by working with their advisors. Now, professional advisors can leverage the power of their trusted relationships and deliver elevated client service. WealthBook is the only web-based solution of its kind that addresses these specific needs and helps advisors gain a competitive edge in today’s marketplace.