Financial advisers Early access
Hiring coordinator
Logs applicants for your client service and paraplanner roles and books calls with the ones you pick.
Rare
For financial advisers
Service request logger
Logs client requests from your inbox as Wealthbox tasks for your team and tells each client it is in hand.
Early access. James writes to clients only once his messages are kept in your firm's archive, the way the SEC and FINRA require, and he never gives investment advice. Book a call and we will tell you where it stands.
- Outlook
- Wealthbox
A replay with a made-up business and made-up data, so you can see each step.
How he does it
7 steps, the same way every time, and one place where he asks you first.
- StartsEvery hour on weekdays
- 1Read new client emails in your firm's OutlookOutlook
- 2Pick out requests: forms, statements, address changes
- 3Make a Wealthbox task for each, for the right personWealthbox
- 4Leave money movement requests for your team to verifyWealthbox
- 5Ask you first before replying to clientsHe asks you first
- 6Reply from Outlook that it is logged and who has itOutlook
- 7Text you investment questions and anything urgent
- What you getEvery client request logged as a Wealthbox task and answered from your firm's email, with money moves left to your team.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
More Jameses for financial advisers
Financial advisers Early access
Annual review coordinator
Books each household's annual review, then builds a prep pack from Wealthbox the day before.
Financial advisers Early access
Account paperwork chaser
Chases new account forms waiting in DocuSign until every signature is in, and logs each step in Redtail.
Financial advisers Early access
Call notes writer
Turns each client meeting into a Wealthbox note with tasks, and drafts the follow-up email for your OK.