SOURCE: WealthBook


August 11, 2009 10:37 ET

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

Solution Helps Advisors Generate Referrals and Deliver Superior Client Service

LAKEWOOD, CO--(Marketwire - August 11, 2009) - WealthBook (, a leading 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.

Pricing and Availability

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

About WealthBook

WealthBook provides professional advisors with Web 2.0 features for generating referrals and delivering client service in a secure, online environment. With WealthBook, advisors have an efficient way to expand their referral network by working with clients and their clients' advisors. Backed by world-class customer support and stringent security measures, WealthBook is helping professional advisors grow their business and create lifelong relationships through elevated client service.

Contact Information