Wealthbox integration
Wealthbox automation, built for your firm
Advisor Ready connects Wealthbox to your website, calendar, e-signature tool and notetaker, so contacts, tasks and follow-ups create themselves and every record lands back in Wealthbox.
Wealthbox holds the data. Your team still moves it by hand.
Wealthbox is a good home for client records. The work around it is the problem: copying inquiries in, building task lists, chasing documents, typing up meeting follow-ups.
Advisors rate CRM workflow support as one of the most important parts of their tech, and it is the area they are least satisfied with.
We build that missing layer around the Wealthbox you already pay for. Nothing to migrate.
What happens, step by step.
- inbound
Website and booking to Wealthbox
New inquiries and bookings become Wealthbox contacts and opportunities with source and notes attached.
- onboarding
Signed agreement to Wealthbox tasks
A completed e-signature starts a Wealthbox task list with owners and due dates, plus the client's document checklist.
- meetings
Notetaker summary to Wealthbox
Meeting summaries become Wealthbox notes and follow-up tasks, with a recap email drafted for approval.
- always
Records written back
Every draft, approval and message sent is logged in Wealthbox for your books and records.
What your firm gets
- Wealthbox contacts, opportunities and tasks created automatically
- Lead response and onboarding running on top of Wealthbox
- A cleaner CRM because nothing is typed in twice
- Workflows your firm owns outright
Guardrails built in
- Connects through the official Wealthbox API
- Runs in an automation account your firm owns
- Human approval on every client-facing message
- No client data stored on our side
Questions firms ask
Do we have to switch CRMs?
No. Everything is built around the Wealthbox account you already have.
How does it connect to Wealthbox?
Through the official Wealthbox API, from an automation account your firm owns. You can revoke access at any time.
Will it clutter our Wealthbox with junk records?
No. We agree on exactly which records, fields and tags each workflow writes before anything goes live.
What does a Wealthbox build cost?
The Lead-to-Onboarded System is a fixed $5,000 and goes live in 14 days. It starts with a $750 audit, credited toward the build.
Find the three automations worth building in your firm.
The audit is 45 minutes and $750, credited toward your build. You keep the map either way.
Book the practice audit