AI Assistant

An assistant that gets work done.

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

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Why it matters

Your CRM already knows. Now you can ask it.

The Wealthbox AI Assistant reads the whole record for you and answers your question in seconds.

Monday morning

See your whole day, in one ask.

Ask what needs attention, and the Assistant pulls together every open task, overdue workflow step, and upcoming meeting.

MANAGING A HOUSEHOLD

See every account, together.

One question pulls together every account, holding, and contact tied to a household, no piecing it together yourself.

Inheriting a client

Catch up on a new client in seconds.

Inheriting a client used to mean an afternoon of scrolling. Ask what happened and the Assistant reads the whole relationship for you.
AI Assistant

It answers from your records, not the internet.

The Assistant reads your notes, emails, tasks, and opportunities directly: the same record you’re looking at, not a synced copy or an API snapshot.

  • Turns scattered records into one clear answer
  • Surfaces stalled conversations and overdue action items
  • Drafts personalized client communications you review before sending
Playbooks

Your best process, in one click.

A Playbook is a request you save once and run whenever you need it. Over time, your Playbook library becomes the operating manual for the firm.

  • Built from the steps your firm already follows
  • Runs the same way, every time
  • No more relying on memory or sticky notes

The native advantage

Built inside, not bolted on.

Many AI tools connect to your CRM through an integration, which can lead to data gaps, sync delays, and compliance blind spots. Wealthbox AI is built inside the platform where your practice data was created, with full fidelity and real-time access.

The Problem

Borrowed intelligence: Integrations

  • Layered on top via integration
  • Only sees the data it's given access to
  • Compliance depends on the integration
The Solution

Native intelligence: Wealthbox AI

  • Built inside the system of record
  • Full data visibility, updated in real time
  • Compliance controls native to the system
One system, not a stack

Your data and your AI. In one place.

The Assistant, the Agents, the Playbooks, and the controls that govern them all live inside Wealthbox, on the same data your practice runs on. Nothing to sync. Nothing to maintain. Nothing that breaks when an integration does.
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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Explore more Wealthbox capabilities.

Meetings & Calendar

Meetings & Calendar

Prepare for every client meeting with shared agendas, AI-powered meeting prep, collaborative notes, and follow-up that stays connected to the client relationship.

Learn more Opportunity Tracking

Opportunity Tracking

Track every opportunity from first conversation to closed business with a visual pipeline that keeps your team organized, focused, and ready for what comes next.

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.

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See Wealthbox AI in Action

Get a personalized demo of Wealthbox.

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