Email

Every client conversation, connected.

Sync your inbox and calendar with Wealthbox so every email, meeting, and follow-up is automatically connected to the right client relationship.
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Keep every conversation in one place.

Wealthbox connects your email to your CRM, so every conversation stays organized automatically.

WHEN YOU SEND AN EMAIL

It’s already on the record.

Every sent, received, and replied-to email is automatically connected to the right contact, with no forwarding, BCCs, or manual filing.

WHEN YOU OPEN A THREAD

Everything you need is already there.

Pull up any client’s email and their recent notes, tasks, and history sit right alongside it, no second search required.

WHEN YOU NEED THE HISTORY

Every interaction is easy to find.

Emails stay connected to the client record, making it simple to review conversations, collaborate with teammates, or retrieve communication history when needed.
EMAIL SYNC

Keep every email connected.

Connect Gmail or Outlook and automatically sync client emails to the right contact record. Whether you work from your inbox or inside Wealthbox, every conversation stays connected.

  • Two-way sync with Gmail and Outlook
  • Emails automatically matched to the right contact
  • Send and reply from inside Wealthbox
EMAIL TEMPLATES

Respond faster with reusable emails.

Create templates for the emails you send most often, personalize them with merge fields, and automatically log every message to the client record.

  • Reusable templates with merge fields
  • Personalized emails to filtered lists
  • Every send saved to the contact record
AI SUMMARIES & FOLLOW-UP

Keep conversations moving forward.

Review concise meeting summaries and generate professional follow-up emails in just a few clicks, helping you respond quickly while keeping client records complete.

  • AI-generated meeting summaries
  • Draft follow-up emails in seconds
  • Keep client records up to date automatically
Visibility & Compliance

A complete communication history for your firm.

Centralize client communications so advisors, staff, and compliance teams have access to the information they need while maintaining appropriate visibility controls.

  • Shared visibility across your team
  • Timestamped communication history
  • Record-level permissions and access controls

Email Dropbox

Capture emails from anywhere.

Forward or BCC emails from any account to your private Wealthbox Dropbox address and automatically attach them to the appropriate contact record.

Mobile

Stay connected wherever work takes you.

Access your synced inbox and calendar from the Wealthbox mobile app so client conversations and schedules are always within reach.

Integrations

Works with the tools you already use.

Connect Gmail, Google Calendar, Outlook, Microsoft 365, and more than 150 integrations to create a connected advisory technology stack.

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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.

Learn more 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.

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