Live Webinar
Product Updates
Wealthbox Vault: Keep Client Documents Where the Client Record Lives
Friday, November 13, 2026 @ 2:00 PM ET
PRESENTED BY
ABOUT THIS WEBINAR
Your client records and client documents shouldn’t live in two different places.
Join Wealthbox for a live webinar introducing Vault, a new file storage add-on that brings advanced document management and compliance capabilities directly into Wealthbox.
We’ll show how advisors can manage documents alongside their client records, put file information to work with Wealthbox AI, and take file management further with Vault’s unlimited storage, full-content search, document previews, version history, and compliance controls.
Join Wealthbox for a live webinar introducing Vault, a new file storage add-on that brings advanced document management and compliance capabilities directly into Wealthbox.
We’ll show how advisors can manage documents alongside their client records, put file information to work with Wealthbox AI, and take file management further with Vault’s unlimited storage, full-content search, document previews, version history, and compliance controls.
WHAT WE'LL COVER
- 1 How to use Wealthbox AI to answer questions about documents, extract information, and support follow-up actions
- 2 How to organize, search, and manage client documents with Vault
- 3 How to maintain document history, track file activity, and support compliance oversight
- 4 How to import existing client documents and get started with Vault
SPEAKERS
Alyssa Matangos
Enterprise Education Specialist
Wealthbox
Steve Carroll
Head of Product
Wealthbox