Get started with Wealthbox + Vitals AI

Vitals AI is a business intelligence platform built for financial advisors. With the Vitals AI integration, Wealthbox users can instantly transform their CRM data into actionable insights that reveal the health and performance of their advisory practice. From client demographics and referral sources to book development and growth trends, key metrics are automatically tracked and visualized, eliminating the need for manual reports or spreadsheets.

• 

  Sync by Contact Type, Custom Field, or Tag—plus, expect additional mapping fields as new reports are released.

• 

  Get detailed analysis on your practice performance, client trends, and growth opportunities through dashboards in Vitals AI.

• 

  Vitals AI continuously monitors your KPIs and provides intelligent alerts and recommendations when action is needed.