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Wealthbox

CRM
Velocity7.5

CRM for financial advisors and wealth management firms

www.wealthbox.com ↗

Wealthbox puts 24 prebuilt AI agents on every plan, at no extra charge.

advisor crmai agentsmcpcompliancepartner-integrations
◆Current state
Wealthbox launched AI Agents on November 4 on all plans: 24 prebuilt agents or ones firms build themselves. It caps a busy stretch: a Developer Portal for AI Assistant integrations with Holistiplan and Nitrogen, the $29 Vault add-on for compliant file storage, CarPlay access to the assistant and Formula Fields in the core CRM.
◆Where it's heading
Wealthbox has moved from an assistant that answers questions to agents that do work, while charging for storage and compliance rather than AI. Partner integrations through the Developer Portal give those agents more data to act on.
◆Prediction
Expect agents that use partner data from Holistiplan or Nitrogen, and more prebuilt agents; the entries do not list the 24 or the build tools in detail.

◆Recent moves

  1. 9d ago

    Introducing Wealthbox AI Agents, Included on Every Plan

    ⚡ SPARK

    AI Agents arrive on every plan, with 24 prebuilt and the option to build custom ones. It is the step from October's assistant and partner portal to software that carries out advisor work.

    View source ↗
  2. 10d ago

    Introducing Formula Fields in Wealthbox

    Formula Fields add a custom field type that calculates values from existing CRM data, such as days until a client review, net worth or estimated fees. It is a core-CRM upgrade after a month dominated by AI Assistant and Vault work.

    View source ↗
  3. 15d ago

    Wealthbox Is Now Available in Apple’s CarPlay

    Advisors can now talk to the AI Assistant through CarPlay to add contacts, log notes, create tasks and ask about their day. It puts the assistant in a place the CRM screen never reached.

    View source ↗
  4. 16d ago

    Introducing Wealthbox Vault: Advanced File Storage for Advisory Firms, Plus AI for Client Documents

    Vault adds a $29 per-user add-on with undeletable files, version history, full-content search and a Compliance Monitor role, while document AI reaches every plan. It brings the client file into the same system as the client record, which is what lets the assistant read it.

    View source ↗
  5. 17d ago

    Wealthbox Launches Developer Portal for AI Assistant Integrations

    ⚡ SPARK

    The Developer Portal turns the AI Assistant from a Wealthbox feature into something partners build on. Together with the same-day Holistiplan and Nitrogen launches, it gives the agent push an ecosystem.

    View source ↗
  6. 17d ago

    Wealthbox AI Assistant Now Connects with Holistiplan for Smarter Tax Planning

    The AI Assistant now connects to Holistiplan for tax planning work. It is one of the first two integrations to show what the new Developer Portal is for.

    View source ↗