Introducing AI Agents in Wealthbox
September 15, 2026 · 4 min read
Wealthbox is excited to announce AI Agents: a new way for Wealthbox to work in the background, spotting what needs attention across an advisor’s book of business and helping move it forward before anyone asks.
Advisors and firms can now sign up for early access to AI Agents. Request early access to be among the first to put Agents to work.
Meet Wealthbox AI Agents: AI That Works While You Work
Thursday, October 8, 2026 @ 2:00 pm ET
Putting AI to Work
Financial advisors manage hundreds of relationships, each with their own tasks, meetings, opportunities, milestones, and follow-ups. Keeping track of what needs attention across an entire book of business can require significant time and manual effort.
AI Agents are designed to change that.
Because Agents are built natively into Wealthbox, they can work with the client data and activity already inside the CRM to proactively identify what needs attention and help move work forward.
Agents can be put to work across a range of advisor workflows, including Client Monitoring, Follow-up Automation, Birthday Touchpoints, Commitment Tracking, Personal Reporting Dashboards, New Contact Triage, Time Blocking, Pipeline Reviews, and more. Whether it’s keeping an eye on client activity, helping manage follow-up, or reviewing the pipeline for what needs attention, Agents can help take care of work that would otherwise require an advisor or team member to continuously monitor the CRM.
Instead of an advisor having to find the work and tell AI what to do, Agents can help surface the work that needs to happen next.
From AI Assistant to AI Agents
The Wealthbox AI Assistant gives advisors a conversational way to work with the information already in their CRM. Advisors can ask about a client, prepare for a meeting, catch up on a relationship, draft a follow-up, or see what needs their attention and get an answer grounded in their actual Wealthbox records.
AI Agents build on that foundation.
The difference is simple: the AI Assistant works when asked. AI Agents can work without being asked.
That opens up a new way for advisory firms to use AI across their practice, not just to find information faster, but to proactively monitor activity and help take care of repetitive work.
“AI Agents represent an important next step in how we’re bringing AI into the advisor workflow,” said John Rourke, CEO and Co-Founder of Wealthbox. “Because they’re built directly into Wealthbox, Agents can understand the client relationships, activity, and processes already happening in the CRM and help advisors act on that context. It’s about moving AI from something advisors have to ask for to something that can proactively help keep the practice moving.”
Built Natively Into Wealthbox
AI Agents are part of Wealthbox’s native approach to AI.
The AI Assistant, AI Agents, Playbooks, and the controls that govern them all live inside Wealthbox alongside the data advisors use to run their practices. That means Agents can work with up-to-date CRM context without relying on a separate AI tool or requiring advisors to move between systems.
And as with the rest of Wealthbox AI, advisors remain in control of how AI is used across their practice.
Get Early Access to AI Agents
AI Agents bring a new, proactive approach to managing client relationships and day-to-day work in Wealthbox, helping advisors stay ahead of what needs attention across their practice.
This is just the beginning of what Agents will be able to do in Wealthbox. Request early access to be among the first to put Agents to work.
Meet Wealthbox AI Agents: AI That Works While You Work
Thursday, October 8, 2026 @ 2:00 pm ET
