AI Agents

AI that works for you.

Wealthbox Agents monitor your practice, surface what needs attention, and take action to get work done.

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Why it matters

Work that happens
without being asked.

Agents work on their own, on a schedule or the moment something changes, with the full, real-time picture of your practice.

Every weekday at 6 AM

Your day is planned before you log in.

A daily briefing lays out your meetings and everything due or overdue, so you know where to start.

WHEN AN OPPORTUNITY IS WON

Onboarding starts the moment you win.

An agent turns the win into a kickoff plan, with what’s confirmed, what’s missing, and the onboarding workflow to start.

When a milestone is coming up

The note is drafted before you think of it.

Birthdays, anniversaries, and check-ins get personalized outreach grounded in each client’s history.

If you can describe it,
an agent can do it.

Start with a ready-made agent in a few clicks, or describe any job in plain English and Wealthbox builds the agent for you. Review exactly what it will do, choose when it runs, and decide what it can do without asking. No code required.

  • Ready-made agents for everyday advisor work
  • Describe your own agent in your own words
  • Review and edit every instruction before it runs
Agent video library

See Wealthbox AI agents at work.

A short walkthrough for every ready-made agent, showing what it does and how to turn it on.

Explore more Wealthbox capabilities.

AI Assistant

AI Assistant

Ask about any client and get a real answer, not a search result. Save requests as Playbooks and run them in one click.

Learn more Admin & Customizations

Admin & Customizations

Customize Wealthbox to fit the way your firm works with configurable fields, layouts, navigation, permissions, and settings that support your unique processes.

Learn more Workflows & Tasks

Workflows & Tasks

Automate recurring processes, assign tasks, and keep every client moving forward with workflows built for the way advisory firms actually operate.

Learn more

Upgrade to Wealthbox

Get a personalized demo of Wealthbox.

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