Curious if anyone in this group has built out a prompt library or playbooks for the AI Assistant in Wealthbox? I'd love to hear what's actually working for people, specific prompts, use cases, anything you've found overkill or not worth the effort. It does not look like Wealthbox has a formal resource library for this yet, so figured I'd crowdsource here before we reinvent the wheel.

Hi all, I am curious if anyone's connected Wealthbox to an AI tool or agent (Claude, ChatGPT, Zapier/Make, a custom script, etc.) using its API key for reporting purposes. Context: our built-in filters and the Wealthbox AI report assistant aren't consistently giving us accurate firm-level metrics, and the dashboards haven't been intuitive enough to bridge that gap. I'm exploring whether pulling data out via Wealthbox's API into something more custom, a connected agent would get me better, more flexible reporting. If you've done anything like this, I'd love to know: - What you connected it to, and roughly how - How you kept client PII contained once data left Wealthbox Even a "we looked into it and decided against it, here's why" would be helpful. Thanks!

Curious how other firms are handling service tracking in Wealthbox, specifically for clients who have Insurance, Estate Planning, or Tax Services either in-house or through a referral partner. The Accounts section feels like the natural home for this, but the field options are limited when it comes to anything beyond investment accounts, especially for Estate Plans (no will/trust type, document date, attorney info, etc.) and Tax Services (no return type, filing status, engagement level). We're weighing two approaches and would love to hear what's working in practice: 1. Custom Fields on the Contact Record via building out a service menu (checkboxes or dropdowns) to flag which services a client has. Clean and reportable, but potentially cluttered if you're tracking multiple service lines. 2. Note Templates + Note Tags via logging service engagement as a tagged note, which gives you more narrative context but may be harder to surface in reporting or segment from. Are there other approaches we're not thinking of? Would love to hear how your firm is making this operational, especially if you've landed on something that holds up at scale. Thank you!

We’re starting to plan out some upcoming webinars for the community and would LOVE your input!! What topics would actually be most helpful for you and your team right now? A few ideas we’ve been tossing around: • CRM best practices workshop • Workflow design + operational efficiency • Building a proactive client experience • Leveraging your CRM during the great wealth transfer • Cybersecurity best practices for advisory firms • Compliance conversations • OCIO Partners • Panels with other industry experts • Team training + adoption strategies • Data integrity + CRM cleanup But honestly… we want to build content around what YOU want to learn more about. So tell us:What operational, technology, or growth topics would be most valuable for us to cover? Drop your ideas in the comments below 👇

We’re refining our workflows and looking for real‑world examples of how other RIAs are using the Wealthbox / DocuSign integration via Zapier. Specifically, I’d love to hear: What are your most valuable automations that connect DocuSign events (sent / completed / declined) back into Wealthbox? How are you using Zapier to update workflows, create tasks, or log notes in Wealthbox when documents are sent or signed? How you’re mapping data back into custom fields in Wealthbox (e.g., “Last agreement signed date,” “Account opening docs status,” “ADV delivery date,” etc.). Are you updating these fields directly via Zapier, or using any workarounds? Any naming conventions, filters, or guardrails you’ve found critical (e.g., routing by envelope name, template, or subject line)? Examples where this setup has meaningfully improved compliance documentation, onboarding speed, or reduced NIGO paperwork would be greatly appreciated.