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Oct 30 (edited) • 📰 News
📰 NEWS! the Wealthbox AI Notetaker is now available!
Wealthbox Announces Launch of AI Notetaker
October 30, 2025
"Wealthbox is excited to announce the AI Notetaker is now available. Following a successful pilot program, the AI Notetaker becomes the first advisor-focused meeting assistant natively embedded within an industry-leading CRM, allowing financial advisors to prepare, document, and follow up on client meetings—all without leaving Wealthbox. Purpose-built for the workflows of modern advisory firms and uniquely fused within Wealthbox’s CRM components, the Wealthbox AI Notetaker brings the power of artificial intelligence directly into daily operations, helping advisors save time, improve documentation accuracy, and strengthen client relationships."
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📰 NEWS! the Wealthbox AI Notetaker is now available!
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