Your CRM should fill itself. With Wealthbox, it does.
Emma reads your client's documents, builds the profile, and pushes every field into Wealthbox — contacts, details, the works. You never retype into your CRM again. And sync is free, always.
No credit card required CRM sync never uses credits SOC 2 Type II in progress How it works
Document in. Wealthbox updated.
Connect Wealthbox
OAuth in two minutes. Your CRM stays the system of record — Emma becomes the hands that keep it current.
Upload client documents
A 1040, a statement, meeting notes. Emma extracts names, SSNs, addresses, employment, beneficiaries — every field, structured.
Emma pushes, both directions stay clean
New data lands on the right Wealthbox record automatically. Forms fill from the same data, so CRM and paperwork always agree.
Sync is free. Always.
Some tools meter their CRM integration. We don't — pushing data to Wealthbox never uses a credit, on any plan, ever. Credits pay for Emma's reading and form-filling; keeping your CRM current is just what she does.
On Redtail? You're next.
Redtail sync is in final integration now — launching imminently. Start extracting documents and filling forms today; the sync flips on the moment it’s live.
CRM sync questions, answered.
Retire CRM data entry today.
Connect Wealthbox, upload a document, watch the record fill itself. No credit card. No demo call.
Live in under 5 minutes · Sync free on every plan · Cancel anytime