Attorneys and CPAs
As an attorney or CPA you understand your clients’ need for professional and impartial advice. Partnering with Wilkinson Wealth Managment, LLC allows you to provide your clients with the same level of independent advice they have come to expect.
Certified Public Accountants
Do your clients have you scrabbling for tax basis and documentation on scattered accounts?
Do your clients sometimes provide you incorrect, confusing, or partial account information?
Attorneys and Legal Counsel
Do you require client information outside of standard business hours?
Do you request information from your clients and never receive it?
Our proprietary application WealthVison consolidates all of your clients’ accounts from different financial institutions on one easy-to-use webpage through our secure on-line portal with your own unique username and password. WealthVison also provides you the ability to upload, store, and retrieve documents online that are viewable by your client.
- See exact account registration as it is held at the institution
- Data is updated nightly
- The ability to personally verify Information
Convenience and Efficiency
- Viewing access to all of your clients’ accounts
- Cuts down face-to-face meetings with clients
- Reduces time spent tracking down account information from multiple institution
- Immediate ability to download statements and balances
- Online document storage
- Saves money on postage
- Increases your efficiency and use of your time
In today’s environment having a competitive edge is paramount to the success of your practice. Contact Susan at Wilkinson Wealth Management, LLC today and allow our professionals to show you how we can potentially save you time and money.