The new version includes updates to the referral generation, online document vault, workflow, and other financial planning tools. WealthBook said its product allows advisers to help clients organize and protect important documents online in a secure environment. That allows advisers to coordinate activities and events with their clients and their clients’ other advisers.
The company said WealthBook’s features include:
- the ability for advisers to define their “inner circles” and extend those trusted relationships to include their clients’ other professional advisers;
- Referral Generation 2.0, which helps advisers make introductions through trusted relationships, initiate referrals for clients, and track top referral sources;
- Web-based, client service technology;
- secure, online document storage.
WealthBook is available with a 30-day free trial (www.wealthbook.com/index.php/wealthbook-free-trial) and/or a product tour (www.wealthbook.com/index.php/product-tour).