Integrations /AI Assistants

Get started with Wealthbox + Responsive

Modern CRM integrated with AI-driven technology to power client engagement.


Responsive is an advice and client engagement platform that helps advisors be more productive by accelerating information gathering through AI technology. The Wealthbox integration with Responsive includes a bidirectional data sync to keep client information consistent across platforms.


Blog Post

“Responsive is proud to partner with Wealthbox to provide insightful alerts, advisor actions, and suggestions for contact record updates, so that advisors can see more, know more, and do more for clients. With Responsive, Wealthbox becomes an even more powerful tool to capture revenue opportunities and improve client financial wellness.”

Day Wachell

CEO, Responsive

Get started with Wealthbox + Responsive

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