Wealthbox is a customer relationship management (CRM) platform designed for financial advisors. It offers tools to manage client relationships, track interactions, and organize workflows. Features include task management, email integration, contact databases, and client activity tracking, helping advisors stay organized and streamline their business operations. Wealthbox emphasizes ease of use, with a clean interface and collaborative capabilities for teams. It also supports secure document storage and integrates with various financial tools, enabling advisors to manage client data, track performance, and maintain compliance, all within one platform.
This creates a contact record in Wealthbox using the information from the chat session. A side panel will open, allowing you to edit the contact's details. To complete the process and create the contact record, click the green checkmark in the chat window.
This creates a file note in Wealthbox for the contact entered in the prompt, based on the meeting summary from the recording or transcript in the chat session. A side panel will open for you to edit the file note. To proceed with creating the file note, click the green checkmark in the chat window.
This deletes the contact record from Wealthbox. A side panel will open to confirm the contact's name. To proceed with deleting the contact, click the green checkmark in the chat window.
This extracts all contacts from Wealthbox into the chat session, allowing you to query the information using prompts in the chat window.