CRM & IntegrationWealth & Finance● Running at real firms now
Wealthbox Connector
Plugs your AI into Wealthbox — clients, contacts, and activity — so it can read and update your CRM in plain English.
How you get it
Included with partnership
Partners don't buy these one at a time — a partnership includes the library.
The problem
Your client data lives in Wealthbox, behind screens and clicks.
What it does
✦Lets your AI safely read and update Wealthbox — clients, contacts, notes, activity
✦Ask in plain English instead of clicking through the CRM
✦Powers the sync and automations in this library behind the scenes
What it replaces
Copy-paste in and out of your CRM.
Is it real?
Wired into a wealth-management firm's Wealthbox today.
Want to see how this fits your business?