An Overview of the Wealthbox AI Notetaker

June 13th 2026

Presented by

Jenna Ghibaudy

Sr. Product Specialist

Frequently Asked Questions

How much does the AI Notetaker cost?

The AI Notetaker is $49 per user per month. Licenses are only required for those who need a notetaker in their meetings—typically advisors and other client-facing staff. Meeting collaborators or guests do not need a license.

Frequently Asked Questions

Do I need to use Wealthbox CRM to access the AI Notetaker?

Yes. The AI Notetaker is available exclusively to Wealthbox CRM users.

Advisor Review

“The Wealthbox AI Notetaker within the new Meetings component is built natively into the CRM, which means advisors can save countless hours and deliver a client experience that drives real growth.”

Eric Negron

Founding Partner at Forefront Wealth Partners

Frequently Asked Questions

Can the AI Notetaker capture in-person or phone meetings?

Yes. The AI Notetaker works with virtual, in-person, and phone meetings. Supported virtual meeting platforms include Zoom, Microsoft Teams, Webex, and Google Meet.

Frequently Asked Questions

How can I learn how to use the AI Notetaker?

You can explore detailed guides and tutorials at wealthbox.com/how-to.

Frequently Asked Questions

Who typically needs an AI Notetaker license?

Anyone hosting or leading meetings where notes are captured—such as financial advisors, client service associates, or planners—should have a license. Team members who simply join or collaborate in meetings do not need one.

Advisor Review

“The Wealthbox AI Notetaker within the new Meetings component is built natively into the CRM, which means advisors can save countless hours and deliver a client experience that drives real growth.”

Eric Negron

Founding Partner at Forefront Wealth Partners

Frequently Asked Questions

Can I try the AI Notetaker before purchasing?

Yes! You can start a free trial through Wealthbox Meetings to experience the AI Notetaker in action.