Every meeting synced from an advisor’s calendar is automatically associated with the correct contact in Wealthbox. This eliminates the need for manual matching of meetings to clients, ensuring that all discussions, summaries, and notes are organized in the correct place. No more guessing which client a meeting belongs to. Everything is connected instantly and accurately.

Meeting preparation is powered by live data from Wealthbox, giving advisors instant access to the latest client notes, interactions, and workflows. Instead of digging through emails or external tools, advisors can review complete client histories before meetings and walk in fully informed with up-to-date context.

AI-generated summaries are automatically saved within the meeting record in Wealthbox. This ensures compliance, data integrity, and ease of reference. Advisors can quickly revisit key discussion points without switching between systems or worrying about lost notes.

With a connected email account, advisors can send polished, AI-generated follow-up messages in just two clicks from the meeting page. This capability streamlines client communication, helping advisors deliver timely recaps, next steps, and thank-you messages that reinforce professionalism and trust.

Action items identified by the AI Notetaker can be converted directly into Wealthbox tasks with just two clicks. Advisors can edit task details inline to ensure that nothing slips through the cracks after client meetings.

Each meeting is automatically connected to related workflows, tasks, events, contacts, and opportunities in Wealthbox. Advisors maintain full visibility across all touchpoints, while data remains neatly tied together in one record. This interconnected structure helps firms track relationships and outcomes with precision.

Collaboration happens natively inside Wealthbox. There’s no need for additional licenses or separate accounts. Team members can be added as meeting collaborators at no extra cost, allowing assistants, paraplanners, or partners to view notes, contribute updates, and coordinate follow-ups seamlessly.

When advisors use Wealthbox’s click-to-call feature, the AI Notetaker can automatically create a meeting record and start capturing notes. This feature brings the same intelligence and structure used for scheduled meetings to everyday client calls, ensuring consistent documentation across all interactions.

Advisors can flag key discussion points in real time via a persistent meeting widget, without switching windows or disrupting the conversation. These highlights make it easy to reference important moments later and ensure critical details aren’t overlooked during fast-paced discussions.

All meeting data—from transcripts and summaries to tasks and notes—lives securely within Wealthbox. By keeping information centralized, advisors reduce duplication, maintain compliance, and preserve a complete record of client interactions for future reference or audits.

Advisors can view and manage all workflows related to a specific meeting directly from the meeting record. This contextual visibility allows teams to stay aligned on progress, deadlines, and responsibilities without toggling between screens or applications.

When advisors post meeting summaries as Wealthbox Notes, they’re automatically linked to the correct contact record. This ensures data accuracy and continuity across client files, reducing manual steps and preserving a clean, compliant documentation trail.

Wealthbox Meetings includes a live, collaborative notepad that allows teams to take notes together in real time. With built-in version history and compliance-friendly controls, everyone can contribute transparently while maintaining a single, authoritative source for meeting notes.

Advisors receive real-time notifications when meeting prep is ready or summaries are complete. Each alert links directly to the Wealthbox record, so users can take immediate action, reviewing insights, creating follow-ups, or scheduling next steps without delay.

The AI Notetaker is ready to use within seconds. Because it’s natively embedded in Wealthbox, there’s no separate installation or integration required. Advisors can start capturing insights and streamlining meetings immediately, accelerating adoption across their firm.