Wealthbox Vault

Every client file,
in one place.

Your client records and client documents shouldn’t live in two different places. Vault adds unlimited storage, full-content search, and version history to Wealthbox.

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Everything your firm needs
to manage client files.

Find any file by what’s inside it, see an entire household’s files at once, and keep a complete record of every change, all inside Wealthbox.

Search

Find anything,
in seconds.

Search across every document in your firm by client, type, keyword, or date. Full-text search reaches inside the files, so “I know it’s somewhere” becomes one query and a click.
Wealthbox AI + Vault

Give Wealthbox AI
more to work with.

With unlimited file storage, Vault makes it easier to keep all client documents in one place, giving Wealthbox AI more information to work with.

  • Ask questions about documents stored in Wealthbox
  • Pull details into client records for review
  • Flag discrepancies between documents and client records

OVERSIGHT & RECORDKEEPING

Every file in Wealthbox.
Every change on record.

Vault gives you the controls to support your firm’s compliance requirements.

Security and compliance certifications

Archive, never delete.

No user can delete a file in Vault, including firm administrators. Archived files leave the active view and can be restored at any time.

Every version on record

Upload a new version and every previous version stays on record, with who uploaded it and when.

Complete audit trail

See who viewed, uploaded, downloaded, or changed each file. Compliance Monitors get read access across their assigned workspaces and can export the full log.

Get started with Vault

File storage that works where you work.

Discover how Vault brings advanced file storage, document management, and compliance controls directly into Wealthbox.

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