Wealthbox

CRM hub for financial professionals to collaborate on clients and automate busywork.

Category: CRM & Follow-up
Lines of business: Life, Annuities
Pricing: See pricing page on site: https://www.wealthbox.com/pricing
Website: https://www.wealthbox.com
Last checked 2026-10-16. Info is from the vendor's public site; verify before buying.

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What agents use it for

Example prompt

Ask Wealthbox's AI Assistant to draft each follow-up email and create the follow-up tasks (it shows a plan for your approval before changing anything), and save the request as a Playbook to reuse. Put the touches in a workflow template; Wealthbox workflows are started manually.

Example prompt

Use Wealthbox to collaborate on clients and automate routine tasks.

Review AI output for accuracy and compliance; never paste client PII.

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