Meetings & Calendar

Every client meeting, all in one place.

Prepare, collaborate, and follow up, all from one connected meeting workspace.
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Better meetings start before they begin.

Wealthbox brings meeting prep, collaboration, and follow-up into one platform.

WHEN IT'S TIME TO PREPARE

Walk in with the full picture.

Review recent client activity, emails, notes, and AI-generated meeting prep before the conversation starts.

WHEN THE MEETING STARTS

Keep everyone on the same page.

Collaborate in a shared meeting workspace where notes, attendees, and related client records stay connected in real time.

WHEN THE CONVERSATION ENDS

Follow-up is already underway.

Generate summaries, draft follow-up emails, and turn key discussion points into actionable tasks without starting from scratch.
Calendar Sync

Bring context to every meeting.

Sync Google or Outlook Calendar with Wealthbox so meetings stay connected to the clients and households they involve, giving you everything you need before every appointment.

  • Two-way sync with Google and Outlook Calendar
  • Events linked to the contact or household
  • Client history available before every meeting
SHARED NOTEPAD

Collaborate before, during, and after meetings.

Build agendas, capture notes, and work together in a collaborative notepad with version history, so everyone stays aligned throughout the client conversation.

  • Real-time collaborative editing
  • Version history for every meeting
  • Shared across meeting participants
AI MEETING PREP

Start every meeting prepared.

Generate personalized meeting preparation based on recent client activity, giving you the context you need before every conversation begins.

  • AI-generated client meeting prep
  • Recent activity summarized automatically
  • Personalized based on your permissions
AI SUMMARIES & FOLLOW-UP

Keep every conversation moving forward.

Review AI-generated meeting summaries and create professional follow-up emails in seconds, helping you respond faster while keeping client records complete.

  • Automatic meeting summaries
  • Draft follow-up emails instantly
  • Shared meeting record for your team
TASK SUGGESTIONS

Turn conversations into action.

Convert AI-generated meeting ideas into Wealthbox tasks with a single click so important next steps never get missed.

  • AI-generated follow-up suggestions
  • Create tasks in one click
  • Keep action items connected to the meeting

Explore more Wealthbox capabilities.

Email

Email

Sync your inbox with Wealthbox so every email, meeting, and follow-up is automatically connected to the right client relationship.

Learn more Contact Management

Contact Management

Organize client details, communication history, financial data, and household relationships in a single, searchable hub, so nothing falls through the cracks.

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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