WealthBook

WealthBook harnesses the power of Web 2.0 technology to provide an innovative SaaS platform for referral generation and client service. The job it does: building software for you when nothing off the shelf fits.

It makes the most sense for companies with a specific process to automate.

WealthBook is based in Littleton, Colorado and around since 2008. You can read more at wealthbook.com.

Our checklist for this category: portfolio relevance, who owns the code, and how they handle changes. Ask for a trial on your own data, not a canned demo.

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