Wealthbox

Advisor workflows for Wealthbox CRM: onboarding data orchestration, client service request tracking, recommendation and suitability records, client meeting preparation, and identifying clients affected by external changes.

Claude · Plugins ✓ Official / verified Plugin

At a glance

Plan

Pro and up
Officially available on all paid plans

Works on

Desktop, Web

History

New plugin: Wealthbox2026-10-27

Compiled by 5buyai from official pages and directories — not an official page; plan details follow the official terms. Last checked 2026-10-27。

✓ Since 2024 ✓ 600+ buyers served ✓ 1,000+ paid orders

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