Wealthbox Adds AI Agents to Every Plan

8 minutes ago

1 min read

Bowman, W. (2026, November 4). Introducing Wealthbox AI Agents, included on every plan. Wealthbox. https://www.wealthbox.com/introducing-wealthbox-ai-agents-included-on-every-plan/

Wealthbox launched AI Agents on all of its plans, offering an initial set of 24 pre-built agents along with the option to create and customize new ones.
Unlike the existing Wealthbox AI Assistant, which works on request, agents run on a schedule or when something in Wealthbox changes and surface items that need the advisor's attention.
Agents work with Wealthbox data, including contacts, notes, tasks, opportunities, activity, and stored files.
Pre-built agents include Daily Planning, Follow-Up Automation, Client Re-engagement for clients not heard from in 90 days or more, Sentiment Analysis, and an Upcoming RMD Screen.
Users can describe a custom agent in plain language, and Wealthbox converts it into a complete agent with a name, instructions, and a schedule that can be reviewed and edited before it runs.
Agents can read PDFs, Word, Excel, and PowerPoint files, text files, scans, and images stored in Wealthbox to compare documents against client records, flag discrepancies, and propose follow-up actions.
Before adding or changing anything, an agent states its planned action and requests approval, and agents follow existing user visibility permissions.