Over the past two months, Wealthbox gave a group of advisory firms early access to the Wealthbox AI Assistant to see how it would fit into their day-to-day work. What we found: advisors quickly made it the starting point for their workflow, preparing for client meetings, surfacing overdue follow-ups, and getting answers from financial account data without switching between systems. 

This week, we’re making early access to the Wealthbox AI Assistant broadly available, allowing more firms to see how conversational AI can help surface context, prioritize work, and streamline daily workflows.

Here’s what that looks like in practice, and how you can use it starting today.

Start With Your Day

One of the most common prompts we’ve seen from advisors is surprisingly simple:

Tell me about my day.

The Wealthbox AI Assistant can review tasks, overdue items, meetings, opportunities, and other activities across Wealthbox and quickly summarize what requires attention.

Instead of sorting through multiple screens and reports, you can start your morning with a conversational overview of priorities and follow-up items.

You can also ask things like:

The result is less time spent navigating the CRM and more time focused on clients.

You Stay in Control

The Wealthbox AI Assistant operates within the permissions and access controls already established inside Wealthbox.

It has access to the information you have access to. It doesn’t have access to information you don’t.

Just as importantly, it won’t take action inside Wealthbox without your approval.

Every recommendation, response, and proposed action remains human-in-the-loop, ensuring you stay in control of your data, workflows, and client relationships.

Come to Meetings Better Prepared

Preparing for client meetings often requires piecing together information from notes, emails, tasks, opportunities, and past interactions. The Wealthbox AI Assistant surfaces that context in seconds.

A common prompt looks something like:

I’m meeting with this client this afternoon. What should I know before the meeting?

Or:

Remind me what we’ve discussed with this prospect.

Instead of manually searching through records, you can get a concise summary generated from information already inside Wealthbox.

Get Answers From Financial Account Data

Because Wealthbox’s AI Assistant has access to the same integrations and data available to the logged-in user, it can answer questions about financial accounts across custodians and platforms directly within the conversation.

Rather than logging into multiple systems, you can ask questions in plain language and receive answers based on their connected account data.

Questions like:

• What accounts does this household have?
• Tell me about Delilah’s insurance accounts.
• Which accounts are custodied at Schwab, Fidelity, or Altruist?

The result is a more streamlined experience that keeps you focused on client conversations instead of system navigation.

Create Visuals Without Leaving the Conversation

Wealthbox’s AI Assistant can also generate charts and visuals directly within the chat experience.

Whether reviewing opportunities, account data, or CRM activity, you can quickly turn information into visuals without exporting data or switching tools.

For example:

Show me a chart of opportunities by stage.

It’s another way the Wealthbox AI Assistant helps advisors move from information to action faster.

Stay on Top of Client Follow-Up

Another common use case is reviewing communication activity and identifying follow-up opportunities.

Our AI Assistant can help you understand where conversations may have stalled, surface overdue action items, and identify areas that may need attention.

For busy advisory teams, it’s an additional layer of visibility that helps ensure important client interactions don’t get overlooked.

More Than a System of Record

Traditionally, CRMs have served as systems of record, places where information is stored and organized.

The Wealthbox AI Assistant moves our platform beyond storing information and into helping you act on it. By combining CRM context, connected account data, and conversational interaction in a single experience, you can spend less time searching for information and more time serving clients.

Try Asking Wealthbox AI Assistant

Not sure where to start? Try one of these prompts:

• Tell me about my day.
• What tasks are overdue?
• Help me prioritize my follow-ups.
• I’m meeting with this client tomorrow. What should I know?
• Remind me what we’ve discussed with this prospect.
• What accounts does this household have?
• Show me a chart of opportunities by stage.

Extended Early Access

We’re building this alongside advisors. As more firms use it in their daily workflows, we’ll continue refining the experience and expanding its capabilities based on what we learn.

You’ll find feedback tools built directly into the assistant, and that feedback continues to play an important role in shaping what comes next.

The Wealthbox AI Assistant is your CRM moving from a system of record to a system of action, one that doesn’t just store what happened, but helps you decide what to do next. Log in and ask it anything to get started.