Wealthbox is excited to announce an integration with Flextract, an AI-powered platform that makes data gathering effortless for financial advisors. Instead of asking clients to fill out forms, advisors can now have clients upload their existing documents. Flextract extracts, organizes, and sends the data directly to Wealthbox. With the Flextract integration, demographic and financial information is automatically pushed into Wealthbox, saving advisors hours of manual data entry and improving the accuracy and speed of onboarding and reviews.

View a previously recorded live webinar to learn more about the integration between Flextract + Wealthbox.

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Rajesh Jayaraman, Founder & CEO at Flextract

“Our goal at Flextract is to make data gathering truly painless, and this Wealthbox integration extends that promise directly into the advisor’s CRM,” said Rajesh Jayaraman, Founder & CEO at Flextract. “Automatically syncing extracted client data saves valuable advisor time, freeing them to focus on client relationships.”

“Flextract helps advisors bridge the gap between raw client documents and actionable CRM data,” said Charlie Fargo, Head of Partnerships at Wealthbox. “The integration with Wealthbox reinforces our commitment to simplifying advisor workflows and making it easier than ever to keep client records complete and up to date.”

Charlie Fargo, Head of Partnerships at Wealthbox

How it works

With the Flextract integration, advisors can invite clients to upload financial documents instead of completing forms.

Flextract uses AI to extract key data points—like income, assets, and demographic details—and sends that information directly to Wealthbox. From there, it’s easy to trigger workflows, build reports, and move prospects to clients faster.

Learn more

View a previously recorded live webinar to learn more about the integration between Flextract + Wealthbox.

View Webinar Recording