July 2001

WEBSITE OF THE MONTH: WorthMark Financial Services

WorthMark Financial Services, a nationwide network of financial services professionals for high-net-worth clients, has launched a web-based intranet (www.worthmark.com) that helps members stay up to date on their clients’ accounts. The system tracks financial services client activity and revenue on many levels. Data encryption and password protection ensure the security of client information.

WorthMark allows CPAs to provide clients with some financial services and products without requiring them to become full-fledged financial planners. The following services are available through a WorthMark partnership:

The website itself is basic, but the content is well executed for its target audience. WorthMark is still fairly new, but it seems to be evolving systematically rather than following the all-too-common pattern of promising more than it can deliver.



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