Integrations /Voice Dictation Tools

Get started with Wealthbox + Mobile Assistant

Modern CRM integrated with modern dictation services.


Mobile Assistant leverages technology to connect clients to US-based, human transcriptionists to help solve the problem of how to accurately capture and document client meeting interactions. The integration with Wealthbox allows users to dictate notes into Mobile Assistant and receive transcribed contact notes directly in Wealthbox.

Create notes, tasks, and clients using your voice from MobileAssistant.

Get started with Wealthbox + Mobile Assistant

Ready to try? Start your 14-day free trial now. Or schedule a demo.
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