Wealthbox expands its advisor platform with the launch of Vault for unlimited document storage and AI-driven search, enabling advisors to query client files and improve compliance oversight.
Wealthbox announced new product features (Vault and AI document search), indicating company growth and product expansion.
Wealthbox has unveiled new platform capabilities including Vault, an unlimited storage solution, and AI-powered document search. These features allow financial advisors to query client files directly, significantly expanding the utility of the firm's existing contact management system.
Wealthbox introduced Vault, which offers unlimited storage and version history, alongside an AI-powered search tool that allows advisors to query information directly from their client documents.