Maximize Your Advisory Potential with WBS Pro!
Looking for full control at your fingertips? Then WBS Pro is designed for you.
Empower your advisory services with a platform that simplifies client management, streamlines referrals, and enhances your ability to deliver value. WBS Pro ensures you stay ahead, providing the insights and control you need to grow your business and build lasting client relationships.
What's Included with WBS Pro?
Board
Easily onboard new clients with WBS Pro’s streamlined platform. From start to finish, enjoy a hassle-free process that ensures accuracy and efficiency, so you can get clients set up quickly and focus on growing your business.
Manage
Take control of your client relationships with powerful management tools. WBS Pro lets you track activity, view batches and deposits, and manage equipment—all in one centralized platform—so nothing falls through the cracks.
Support
Provide exceptional service with tools designed to keep your clients and referrals running smoothly. WBS Pro equips you with the resources to create support tickets, full access to the partner support center, identify and resolve issues.
Track
Stay on top of your progress with detailed tracking capabilities. WBS Pro enables you to monitor client activity, referral performance, residual payouts and merchant statements, giving you the insights needed to make informed decisions.
WBS Pro
Advising clients is easy with the CoPilot dashboard.
WBS Pro is your unique dashboard, helping you track and manage all of your clients in one place. Work faster and provide more valuable insights with quick access to deposits, residuals, client support tickets, and more.
Not a WBS Partner? Sign up now
Not quite ready for the Pros?
We understand. Most of our clients choose to leave it to our Pro's.
You can feel great knowing that we will professionally handle your referrals and make you look good!
