CRM

Wealthbox

Version 1.0 · Last updated 2026-08-10

Connect Wealthbox so your Unless AI agent starts every conversation already caught up on the client.

This is a premium connector. See the pricing page for more information.

Context

Wealthbox is a modern CRM for financial advisors, built around tracking client relationships and the notes and tasks that come out of every interaction.

Connect it and Living Context reads client records and recent activity straight into every conversation your agent has, across acquisition, retention, expansion, and support - an agent that can see an advisor logged a call with a client last week treats that client differently than one with no recent contact at all.

Buying, retention, and upsell signals your agent spots on your website and product route into Wealthbox tagged for the advisor already assigned to that client, so a signal doesn’t sit apart from the notes the advisor already has on file.

Key benefits

Full context on every conversation: Your agent reads client records and recent activity straight from Wealthbox, so clients never repeat themselves to an advisor who already has the notes.
Signals that reach the assigned advisor: Buying, retention, and upsell signals spotted on your website and product route into Wealthbox tagged for the advisor already assigned to that client, not into a list nobody follows up on.

How does it work?

Living Context reads Wealthbox client records and activity to ground every conversation your agent has. Signals it spots on your website and product route into Wealthbox for the assigned advisor to act on.

Install instructions

Once at the Integrations tab of your Unless dashboard, you can select “Configure” for the Wealthbox integration. This will open a popup where you can connect your Wealthbox account and set up the integration.