Wealthbox + Claude for financial advisors.

Your firm has Wealthbox holding every household, every activity, every note from the last six years. You also pay for Claude. The two don't talk. So your team Googles a Wealthbox note, copies it into Claude, asks for a draft, copies the draft back, and re-keys the activity log. Twenty minutes per task, fifty tasks a week.

We wire Wealthbox to a SharePoint or Google Workspace folder structure your firm already controls. Claude reads from that folder. When a draft is approved, the artifact and the audit log write back to the right Wealthbox household activity. The bridge runs in your tenant. You own every piece.

1. 01
   Audit your Wealthbox setup

   We map household fields, activity types, custom tags, and the team's actual usage. Two weeks. The audit names which workflows belong on Claude and which stay in Wealthbox.

2. 02
   Set up the document layer

   SharePoint or Google Workspace folder structure, mirrored from Wealthbox household IDs. Your existing access controls. We don't host your data.

3. 03
   Wire the Wealthbox API

   Activities, notes, and contact updates flow from Wealthbox into the folder layer in near-real-time. One direction, no duplicate state.

4. 04
   Implement the workflows on Claude

   Client Brain, Meeting Prep, Touch Point, and Content Studio read the folder, draft in your voice, and run through Compliance Reviewer before any approval.

5. 05
   Wire the writeback

   Approved drafts and the audit log post back to the right Wealthbox activity. Your team sees the AI work in the same place they see every other client interaction.

6. 06
   Train the team and ship the runbook

   Three days on-site, each common workflow scripted ten times. Day 90 the runbook ships and the firm runs solo.

• ✓Twenty minutes back per task across the team
• ✓Every Wealthbox activity has a paired AI artifact, retrievable in under 60 seconds
• ✓Compliance pre-screens every outbound draft before it posts back
• ✓Day 90 the runbook ships, the firm runs solo