Wealthbox + Qwil Messenger

Qwil Messenger is a secure, branded communication platform designed for financial professionals. It delivers the simplicity of modern messaging with banking-grade security, full record keeping, and built-in tools for advisors and teams. With the Qwil integration, all client conversations are automatically logged as notes under the client record in Wealthbox. This keeps communication organized, searchable, and accessible to the full team without manual entry. Advisors can message clients on desktop or mobile, share documents, schedule meetings, and collaborate internally, while Wealthbox remains the system of record for all client activity.