10d • AdvisorTech
Wealthbox + API Tool
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!
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Wealthbox + API Tool
skool.com/ria-os
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