Wealthbox CRM
· #205 most-usedManage client relationships and automate advisory workflows for financial advisors
Wealthbox is the AI-powered CRM workspace built specifically for financial advisors — combining contact management, task tracking, pipeline management, workflow automation, and email integration in a single platform rated #1 for financial advisors on G2. Connect Wealthbox to Actionist and your agents can create and update contacts, log notes on every client interaction, create and advance tasks, start firm workflows, manage opportunities and projects, and react to events like new contacts, life event updates, task completions, and workflow step advances — keeping your book of business active and compliant without manual CRM work.
Eliminates manual work. Agents eliminate the manual cycle of logging notes, creating follow-up tasks, segmenting contacts for outreach, and assembling pipeline and compliance reports that consume advisor and operations time every week.
What your Wealthbox CRM agent runs on autopilot
A week of scheduled jobs your Actionist agent will execute on your behalf.
Wealthbox CRM × every other app you use
End-to-end automations that span multiple apps — each one a real business outcome.
New prospect triggers onboarding workflow and advisor alert
When a new contact is created in Wealthbox, the agent immediately starts the firm's prospect onboarding workflow, creates a discovery-call task for the advisor due within 24 hours, blocks prep time on the advisor's calendar, and posts a prospect alert to the team Slack channel. No new prospect ever sits unactioned while the advisor is with another client.
Time saved for your team — every week, on autopilot
Savings
What your team gets back — two angles: what you stop doing manually, and what that's worth.
What you do manually today
What your agent runs for you
- Sales45 min / weekManual pipeline entry after every new prospect
Advisors open Wealthbox, find or create the contact, manually create the opportunity, set the stage, assign themselves a task — 10-15 minutes per new opportunity, often done at end of day from memory.
Sales Agent0 minAgent creates opportunities and follow-up tasks instantlyWhen a referral or prospect signal arrives, the agent creates a Wealthbox opportunity linked to the contact and assigns a first-outreach task to the advisor before the referral email cools.
- Marketing60 min / weekManual contact segmentation for campaign targeting
The marketing or operations team exports Wealthbox contacts, filters them in Excel, pastes the list into an email tool, and manually notifies each advisor of their assigned contacts — 30-60 minutes per campaign cycle.
Marketing Agent0 minAgent segments contacts and creates outreach tasks automaticallyThe agent finds all life event contacts or event attendees matching the week's campaign criteria, creates personalised outreach tasks, and gives each advisor the context they need for the first message — no spreadsheet export required.
- Customer Support40 min / weekManual service request logging and assignment
Operations staff manually read Wealthbox notes for service requests, create tasks, update a separate service tracker spreadsheet, and notify the relevant team member by email or Slack — a 10-minute process per request.
Customer Support Agent0 minAgent logs every service request and creates SLA-tracked tasksWhen a service note is created in Wealthbox, the agent creates a resolution task with an SLA timer, logs it in the service tracker, and alerts the ops team — all within about a minute of the note being written.
- Human Resources20 min / weekManual onboarding task setup for new advisors
HR or operations manually creates each onboarding task in Wealthbox for every new hire, sometimes from a checklist in a Word document, sometimes from memory — a 45-minute process per new advisor that often misses steps.
Human Resources Agent0 minAgent generates full onboarding task sequences before the advisor arrivesWhen a new advisor hire is confirmed, the agent creates a Wealthbox project with every onboarding task — CRM training, compliance certification, client handoff, tech setup — assigned and dated before their first day.
- Finance45 min / weekManual pipeline reporting for revenue forecasting
The finance or operations team pulls a Wealthbox opportunity report weekly, manually adds probability weightings based on stage, calculates forecasts in a spreadsheet, and distributes to leadership — a 45-minute weekly process.
Finance Agent0 minAgent maintains a live, probability-weighted pipeline in real timeEvery new opportunity in Wealthbox updates the Google Sheets pipeline tracker automatically with AUM value and probability weighting — leadership always has a current revenue forecast without anyone compiling it manually.
- Operations30 min / weekManual workflow progress monitoring
Operations manually reviews the Wealthbox workflow view each week, identifies stalled workflows by scanning step completion dates, and follows up with the assigned advisors — a 30-minute process that is often deprioritised when the team is busy.
Operations Agent0 minAgent monitors workflow progress and surfaces stalls automaticallyThe agent checks all active Wealthbox workflows every Wednesday, identifies any stuck on a single step for more than 5 days, creates escalation tasks, and alerts the operations manager — stalls are caught before they become client delays.
- Legal120 min / weekManual compliance deadline tracking
The compliance officer maintains a separate spreadsheet of KYC and suitability review dates, manually creates Wealthbox tasks as deadlines approach, and verifies completion by reviewing individual contact records — 2+ hours per week of compliance administration.
Legal Agent0 minAgent tracks KYC and suitability review deadlines automaticallyThe agent runs weekly compliance sweeps in Wealthbox, creates KYC and suitability review tasks before deadlines, logs compliance notes, and maintains the firm's audit trail — all without a separate compliance system.
Calculate what your team saves
Based on Wealthbox CRM's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.5 hrs / person / week of admin work automated.
How to plug Wealthbox CRM into Actionist
Pick the connection method that suits your environment.
Connect Wealthbox to Actionist using a personal API key generated from your Wealthbox account settings. The API key grants Actionist access to your contacts, tasks, notes, events, opportunities, projects, and workflows.
Log in to Wealthbox and go to Settings → API Access. Click Generate API Key to create a new key.
Copy the API key that is displayed. Treat it like a password — do not share it or store it in plain text.
Paste the API key into the field below and click Test connection. Actionist will run a verification call to confirm access.
13 actions your agent can call
Read and write operations available to your Actionist agent.
8 events your agent can react to
Events your agent watches for, and the actions it kicks off in response.