Wealthbox

Commerce CRM Business management

Wealthbox is a CRM and wealth-management platform built to keep advisor workflows organized and client relationships progressing. It emphasizes turning day-to-day advisor activity into structured pipeline information—helping teams maintain consistent follow-ups, track engagements, and keep client data current. Designed for financial advisors and support teams, it focuses on reliability and operational clarity in a regulated, relationship-driven environment.

Connecting Wealthbox gives BOBs a direct line from advisor activity to your CRM actions, reducing manual admin and preventing missed follow-ups. BOBs can take meaningful activity and convert it into the right next step—creating tasks for follow-up, logging pipeline opportunities, scheduling events, and keeping contacts updated—so your pipeline stays accurate without extra typing.

This unlocks use cases like automated “next action” creation after client meetings or work items, real-time CRM hygiene (contacts and events stay aligned), and pipeline consistency across teams. Instead of relying on someone to remember what happened and where it should be recorded, BOBs proactively reflect advisor activity into structured CRM objects—helping advisors spend more time advising and less time updating systems.

What can BOBs do with Wealthbox?

Perform actions

  • Create Contact
  • Create Event
  • Create Opportunity
  • Create Task
  • List Category Options
  • List Contact Options
  • List Stage Options
  • List Type Options

Listen to real-time events

  • New Contact Created
  • New Event Created
  • New Opportunity Created
  • New Task Created