Price: From $59/user/mo
Setup: Easy
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Who it's for

Financial advisors who want client notes, tasks, and follow-ups in one place instead of scattered.

What it does

Keeps contacts and households in one shared list
Tracks tasks, calendar, and meetings
Runs repeat steps for you on Pro plan and up

Proof

Maker's claimThe company that makes it says so

The maker says its Basic plan includes contact, task, and calendar and meeting tools.

WealthboxDate not shown Read the source

Try it yourself DIY version

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Copy this prompt

I am a financial advisor. Below are my messy notes from a review meeting with [CLIENT INITIALS] on [DATE]. Use initials only, no account numbers. Turn them into: 1) a short meeting summary, 2) a task list with who does it and a due date, 3) a draft follow-up email in a warm, plain tone. Also make a simple checklist I can reuse for every yearly client review, from [BEFORE THE MEETING] to [AFTER THE MEETING]. Only use what is in my notes. Do not add any investment recommendations. Notes: [PASTE NOTES]. Reminder: have compliance review anything client-facing before it goes out.