Get started with Wealthbox + Quin

Quin is an AI-powered assistant that automatically turns conversations into action. Whether you’re texting, emailing, or messaging Quin in-app, it captures notes, creates tasks, drafts follow-ups, and updates your CRM. Once connected to Wealthbox, Quin keeps your records up to date and your pipeline moving without interrupting your workflow. Advisors can capture meeting notes, generate calendar invites, summarize past conversations, and send updates on the go—all through simple, everyday communication.

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  Have Quin add notes, tasks, contacts and more to Wealthbox from a voice, text or email message.

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  Turn photos of handwritten notes or business cards into notes that are automatically added to Wealthbox Contact Records.