AI Assistant

An assistant that gets work done.

Ask about any client and get a real answer, not a search result. Save requests as Playbooks and run them in one click.

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Why it matters

Ask about your clients. Get real answers.

The Wealthbox AI Assistant reads the whole record for you and answers your question in seconds.

Monday morning

See your whole day, in one ask.

Ask what needs attention, and the Assistant pulls together every open task, overdue workflow step, and upcoming meeting.

MANAGING A HOUSEHOLD

See every account, together.

One question pulls together every account, holding, and contact tied to a household, no piecing it together yourself.

Inheriting a client

Catch up on a new client in seconds.

Inheriting a client used to mean an afternoon of scrolling. Ask what happened and the Assistant reads the whole relationship for you.
AI Assistant

Answers from your records, not the internet.

The Assistant reads your notes, emails, tasks, and opportunities directly: the same record you’re looking at, not a synced copy or an API snapshot.

  • Turns scattered records into one clear answer
  • Surfaces stalled conversations and overdue action items
  • Drafts personalized client communications you review before sending
Playbooks

Your best process, in one click.

A Playbook is a request you save once and run whenever you need it. Over time, your Playbook library becomes the operating manual for the firm.

  • Built from the steps your firm already follows
  • Runs the same way, every time
  • No more relying on memory or sticky notes

COMING SOON: AGENTS

The next step: a practice
that works while you work.

The Assistant answers when you ask. Agents work without being asked, monitoring your book and taking action as needed.

Client monitoring

Agents will surface signals across your entire book, so you know when something changes before your client has to tell you.

Task creation

Agents will create and assign tasks, based on client interactions, pipeline stage, and the Playbooks you’ve built.

Communication drafting

Agents will draft personalized outreach for birthdays, milestones, and check-ins, grounded in each client’s actual history.

Compliance workflows

Agents will run structured compliance processes in the background, keeping your practice audit-ready without adding work.

CRM hygiene

Agents will identify gaps, flag outdated records, and keep your firm’s data current, automatically.

Daily planning

Agents will organize your day: incomplete tasks, workflow steps, and what’s due, so you start each morning already knowing where to focus.

The native advantage

Built inside, not bolted on.

Many AI tools connect to your CRM through an integration, which can lead to data gaps, sync delays, and compliance blind spots. Wealthbox AI is built inside the platform where your practice data was created, with full fidelity and real-time access.

The Problem

Borrowed intelligence: Integrations

  • Layered on top via integration
  • Only sees the data it's given access to
  • Compliance depends on the integration
The Solution

Native intelligence: Wealthbox AI

  • Built inside the system of record
  • Full data visibility, updated in real time
  • Compliance controls native to the system
One system, not a stack

Your data and your AI. In one place.

The Assistant, the Agents, the Playbooks, and the controls that govern them all live inside Wealthbox, on the same data your practice runs on. Nothing to sync. Nothing to maintain. Nothing that breaks when an integration does.

See Wealthbox AI in Action

Get a personalized demo of Wealthbox.

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