Wealthbox + Flextract

Modern CRM integrated with AI-driven data gathering

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Overview

Flextract is 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.

Send data extracted from documents with Flextract into Wealthbox.
Send data extracted from documents with Flextract into Wealthbox.

Resources

Recorded webinar

How Advisors Use Flextract + Wealthbox to Simplify Data Gathering

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Blog post

Flextract Partners with Wealthbox to Automate Client Data Collection

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Rajesh Jayaraman
“Our goal at Flextract is to make data gathering truly painless, and this Wealthbox integration extends that promise directly into the advisor’s CRM.”

Rajesh Jayaraman, Founder & CEO at Flextract

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