Search results for Wealthbox

CRM for Financial Advisors

PreciseFP is a client engagement and data-gathering platform designed to streamline the workflows of financial advisors. By automating data collection and eliminating manual entry, it enhances operational efficiency, allowing advisors to focus more on client relationships and financial strategies. The platform offers tools for risk tolerance assessments, workflow automation, KYC compliance, and seamless client data transfers. It integrates with leading CRMs like Redtail, Wealthbox, and Salesforce, as well as financial planning software such as eMoney, MoneyGuidePro, and Asset-Map. This comprehensive suite enables firms to evaluate prospective clients swiftly, onboard new clients smoothly, engage existing clients regularly, and maintain up-to-date customer profiles across all tools effortlessly. Key Features and Functionality: - Digital Fact Finders: Customizable, guided data-gathering forms that simplify the collection of client information. - Automated Workflows: Streamline client journeys and reduce administrative tasks through automation. - Prospect Management: Utilize ready-to-use, customizable contact forms, lead magnets, surveys, and quizzes to manage prospects effectively. - Template Library: Access an extensive library of customizable client engagement templates to enhance interactions. - Integrations: Seamlessly connect with over 30 leading CRMs and financial planning tools, ensuring data consistency across platforms. Primary Value and Solutions Provided: PreciseFP addresses the inefficiencies associated with manual data entry in financial advisory practices. By digitizing the client engagement process, it allows advisors to allocate more time to client meetings, financial planning, and business growth. The platform's automation capabilities reduce administrative burdens, while its integrations ensure that client data is consistently updated across all tools. This leads to improved client experiences, enhanced compliance, and increased operational efficiency for financial advisory firms.

Uniquely delivered on the world’s leading CRM platform, Salesforce, WealthConnect™ delivers financial services in a sophisticated and compelling way using tomorrow’s technology today.

Slant is an AI-native CRM for financial advisors, RIAs and wealth management firms, used by more than 1,000 advisory firms from solo practices to enterprise teams. It keeps every client relationship in one record (households, family members, accounts, emails, meetings, notes, files and tasks) and puts AI to work on top of that record. What's included in every seat: • AI Notetaker: joins Zoom, Microsoft Teams and Google Meet calls, writes the summary and creates follow-up tasks in the CRM. • AI Chat: ask questions about a client, a meeting or your whole book, and draft emails and meeting agendas from the answers. • Nudges and AI agents: timely prompts for birthdays, follow-ups, RMDs and large account swings, with the email or task already drafted. • Automations and project workflows: templates for onboarding, annual reviews, money movement and compliance, triggered by CRM changes. • Intake forms: branded client onboarding forms that fill straight into Slant, with PDF filling and DocuSign. • Client reviews: see who is due, overdue or scheduled, by service tier. • Prospecting: find best-fit prospects, enrich contact data and run pre-approved outreach sequences. • Opportunities, reports and dashboards. Slant connects to the systems advisors already use: custodians including Charles Schwab, Fidelity, BNY Pershing, Altruist, Betterment, SEI, RBC, Raymond James, Interactive Brokers and DST FANmail; Black Diamond, Addepar and Pontera; Google, Microsoft and Exchange email and calendars; Google Drive, OneDrive, SharePoint, Box, Dropbox, ShareFile and Egnyte; DocuSign; Calendly and other schedulers; phone and SMS providers including RingCentral, Zoom Phone and CurrentClient; Karbon; Zapier; and Claude and other AI assistants through Slant's MCP connection. Slant is SOC 2 Type II compliant and hosted in the United States. It encrypts data in transit and at rest, enforces MFA, redacts sensitive data before it reaches AI models, and never uses client data to train AI models. Pricing starts at $150 per user per month, billed annually, with the notetaker and AI included and no seat minimum. Migration and onboarding are free: Slant's team moves firms from Redtail, Wealthbox, Salesforce or any other CRM, and most firms are live within days. Slant runs on the web, iOS and Android. Slant launched in 2025, is headquartered in Lehi, Utah, and is backed by 2048 Ventures and Matchstick Ventures.

Wealth Docx® provides legal document templates to help increasing efficiency and creating high-quality, accurate documents with ease.

WealthBee's Enterprise offering enables businesses to integrate a comprehensive financial analytics system directly into their own websites. This solution supports a wide range of financial instruments, including U.S. stocks, options, futures, and various other assets. Key features include customizable dashboards, detailed trade and portfolio analytics, and robust API access for trade and position management. This empowers businesses to provide sophisticated trading insights and analytics within their own platforms, enhancing their financial services offerings.

From an extensive suite of APIs to a customised end to end platform, WealthObjects has products to meet the needs of every type of financial institution. All of our products are created to be asset class, geography, currency and back-end system agnostic to provide maximum flexibility.

Fingale is post-meeting automation built for financial advisors using Wealthbox CRM. After every client meeting, advisors leave a voice note, upload a transcript, or use a meeting recording. Fingale drafts every post-meeting admin task in one place. The advisor reviews everything in a single approval screen, edits anything that needs adjusting, and clicks approve. The work then executes directly to Wealthbox in seconds. What used to take 20–30 minutes of admin per meeting now takes 2–3 minutes of review. Key features: -Voice note, transcript, or recording as input — no need to record the meeting itself -Deep Wealthbox integration: contacts, tasks, workflows, opportunities, custom fields, notes -Audit-ready compliance documentation generated for every meeting -Personalized client follow-up email drafting for Gmail or Outlook -Pre-filled DocuSign forms -Single-screen review and approval workflow -Calendar sync with Google Calendar or Microsoft Outlook -Trigger quotes from the meeting transcript shown for every action item Built for: Solo financial advisors, small RIA firms, Wealthbox CRM users Integrates with: Wealthbox CRM, Google Calendar, Microsoft Outlook, Gmail, DocuSign Pricing: Founding customer plans available for early advisors. $99/month for up to 40 client meetings. $180/month for unlimited meetings. Solo advisors save 5–10 hours per week of mechanical post-meeting execution. Built for advisors who would rather spend time growing their practice than updating their CRM. Advisors keep full control: nothing touches Wealthbox until they approve.

The Wealth-X Professional membership provides you with access to curated research and intelligence on high net worth (HNW) and ultra high net worth (UHNW) individuals.

WealthForce.ai is a BIAN-compliant, revolutionary offering designed to enhance the productivity of Relationship Managers (RMs), while ensuring hyper-personalisation in each customer’s wealth journey. This wealth management platform has AI tools embedded at relevant touch-points of both the RM and customer journeys.

Enables Government and Healthcare organizations to rapidly book and manage appointments

The Wealth-X Database is the world's largest collection of hand-curated dossiers on wealthy individuals from around the globe.

Wealth.com is the industry’s leading estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients. Purpose-built for financial institutions, Wealth.com is the only tech-led, end-to-end platform that enables firms to scale estate and tax planning with efficiency, consistency and measurable client impact.

Small and medium-sized enterprises are the backbone of the Polish business landscape, but they struggle to access finance for day-to-day operations or growth. At Wealthon, we create a comprehensive ecosystem to support entrepreneurs. We offer both flexible forms of financing and tools to make running a business easier. Our products are backed by innovative technology that allows our clients to grant a loan online in minutes. This sets us apart from the rest of the non-bank sector competition. We offer tools that can be freely combined to create the best package for your own business. From Wealthon POSCASH, which is a convenient form of financing for terminal turnover, to Wealthon WALLET, a mobile app for managing your business finances, and Wealthon CARD, an instant credit limit, to Wealthon POS, an on-premises sales assistant. Wealthon POSCASH: terminal revenue-based loan This is the first product in Poland for companies using a payment terminal. Creditworthiness depends on the daily revenue reported at the terminal. Thanks to this solution, the installment is flexible and adapts to the capabilities of a small business. Forget about the budget-burdening monthly repayment transfer. With Wealthon POSCASH, the process is unattended and a low amount is collected daily. The support you can get is from PLN 5,000, up to as much as PLN 500,000. And all this without unnecessary documents and with a quick online application. All you need is 12 months of business activity and 6 months of revenues reported at the payment terminal. Wealthon CARD credit limit card Wealthon WALLET is a state-of-the-art wallet for managing your business finances and a payment application, where you can apply for a Wealthon CARD limit card. Money at your fingertips - for quick business purchases and unexpected expenses. Note: Wealthon WALLET's partner is Mastercard. Product advantages: - from PLN 500 to PLN 20,000 - apply for money from anywhere in the world and at any time - all you need for verification is a selfie and an ID card - money on the card in 7 minutes - pay cashless - transfer money between cards at express speed - check repayment rate online Wealthon POS It is a mobile POS system dedicated to the food service industry. It makes it easy to run a whole restaurant: from placing an order, through order fulfillment and dispensing. It checks inventory, informs you of product shortages, and creates real-time reports. Our POS connects to a virtual cash register, so you can handle cashless payments without printing a receipt. To use it, all you need is any Android phone or tablet.

Finblox was a gamified digital asset platform designed to help users grow their cryptocurrency holdings through various engaging and straightforward methods. The platform offered a suite of products and services aimed at both novice and experienced crypto enthusiasts, enabling them to earn rewards, trade assets, and participate in exclusive opportunities within a single ecosystem. Key Features and Functionality: - Yield Generation: Users could earn daily compounded rewards on a variety of digital assets, including Bitcoin, Ethereum, and stablecoins, without minimum balance requirements or lock-in periods. - Crypto Swapping: The platform facilitated instant exchanges between supported cryptocurrencies, allowing users to diversify their portfolios seamlessly. - Launchpad Access: Finblox provided early access to promising crypto projects, enabling users to purchase pre-sale tokens at discounted rates. - TBILL Yield Token: Users could earn yields from tokenized U.S. Treasury bills, offering a stable and secure investment option within the crypto space. - Pool Party: A gamified feature where users could enter weekly drawings for a chance to win crypto prizes, enhancing user engagement and offering additional earning opportunities. Primary Value and User Solutions: Finblox aimed to simplify the crypto investment process by offering an all-in-one platform where users could earn passive income, trade assets, and access exclusive investment opportunities without the complexities often associated with cryptocurrency management. By eliminating minimum balance requirements and lock-in periods, and by providing daily compounded rewards, Finblox addressed common barriers to entry, making crypto wealth-building accessible and enjoyable for a global audience. Please note that as of July 2025, Finblox has ceased operations. Users are advised to seek alternative platforms for their cryptocurrency investment needs.

# Synseus Intelligence — Platform Overview ## What Synseus Is Synseus is an AI-powered practice intelligence platform purpose-built for independent financial advisors and RIA firms. It surfaces growth opportunities, succession signals, revenue diagnostics, and M&A intelligence derived from public SEC IAPD data and practice-level inputs. ## What Synseus Is Not - Not a CRM (it integrates with CRMs but does not replace them) - Not a robo-advisor or client-facing tool - Not a compliance platform - Not a portfolio management system ## Who Uses Synseus - Independent RIA principals ($25M–$500M AUM) - Breakaway wirehouse advisors building new practices - OSJ network administrators monitoring advisor fleets - Growth-oriented advisors seeking acquisition targets - Advisors preparing for succession or exit ## Core Capabilities - 165 Precision Tools across 10 practice intelligence modules - 7-signal succession detection engine across 8,400+ registered advisory firms - Practice valuation using four-method weighted average model - Archetype-based personalization (5 advisor growth profiles) - M&A acquisition target identification within geographic radius - Peer benchmarking against cohort practices - CRM write-back to Wealthbox and Redtail (Growth tier) - Evidence of Value PDF generation for client retention ## Key Statistics - 8,400+ registered advisory firms in database (SEC + state-registered) - 165 Precision Tools - 10 intelligence modules - 7 succession signal types - 5 advisor archetypes - 10x average reported ROI - 23% average revenue increase in Year 1 - 15 hours saved per week (reported) ## Pricing - Core: $49/month — Modules 1–5, 25 tools - Growth: $199/month — All 10 modules, 165 tools, CRM integrations - Architect: $399/month — Up to 10 seats, API access - Enterprise: Custom — OSJ networks, firm dashboard, unlimited seats - Free trial: 14 days, no credit card required ## Primary URL https://synseus.com

Parrot AI® by Advisor360° is an AI-powered assistant designed to enhance financial advisors' productivity by automating the capture, organization, and analysis of client interactions. It records conversations across various channels, organizes client documents, and transforms meetings into concise summaries with actionable next steps, enabling advisors to focus more on client engagement and less on administrative tasks. Key Features and Functionality: - Automated Meeting Capture and Transcription: Parrot AI seamlessly integrates with platforms like Zoom and Microsoft Teams to record and transcribe meetings, ensuring accurate documentation of client interactions. - Document Intelligence: The assistant ingests and analyzes financial documents, such as statements and tax returns, extracting key data points to provide advisors with clear, actionable insights. - AI-Generated Summaries and Action Items: Parrot AI produces concise meeting summaries and identifies follow-up tasks, streamlining post-meeting workflows. - CRM Integration: It connects with various CRM systems, including Redtail, Wealthbox, Salesforce XLR8, and HubSpot, to access and understand client data, enhancing the relevance of its insights. - Householding Capability: Parrot AI understands the needs and dynamics of entire client families, surfacing insights that help advisors anticipate opportunities and deliver personalized advice. - Enterprise-Grade Security and Compliance: Developed with a focus on security, Parrot AI includes client consent controls, real-time encryption, and compliance with SEC and FINRA regulations, ensuring the protection of sensitive client data. Primary Value and User Benefits: Parrot AI addresses the challenge of managing extensive client interactions and documentation by automating routine tasks, thereby saving advisors significant time each week. This allows for more personalized client engagement and the ability to deliver timely, informed advice. By integrating with existing CRM systems and understanding household-level dynamics, Parrot AI provides a comprehensive view of clients' financial landscapes, enabling advisors to anticipate needs and uncover new opportunities. Its robust security measures ensure that all client information is handled with the utmost confidentiality and compliance, giving both advisors and clients peace of mind.

Wealth-X Screening unlocks the potential in your customer or prospect data using our unparalleled intelligence on the world's high net worth (HNW) and ultra high net worth (UHNW) individuals.