Get started with Wealthbox + Vitals AI
Modern CRM integrated with automated practice intelligence.
Modern CRM integrated with automated practice intelligence.
Overview
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, additional mapping fields are coming soon as new reports are released.Resources
“What we are building with Vitals is simple. Make practice reporting, key performance indicators, and benchmarking a seamless and automated process for advisors.”
Jack Csenge
CEO & Cofounder, Vitals AI
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14-day free trial now. Or schedule a demo.
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